FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$602M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,206
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.2M
3
+$18.8M
4
AAPL icon
Apple
AAPL
+$17.4M
5
MSFT icon
Microsoft
MSFT
+$14.8M

Top Sells

1
+$6.55M
2
+$4.29M
3
+$2.09M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.64M
5
NEE icon
NextEra Energy
NEE
+$1.61M

Sector Composition

1 Technology 13.17%
2 Financials 4.66%
3 Consumer Discretionary 3.53%
4 Healthcare 3.52%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3976
$2 ﹤0.01%
+1
3977
$2 ﹤0.01%
22
3978
$2 ﹤0.01%
1
3979
– –
-75
3980
$1 ﹤0.01%
+1
3981
$1 ﹤0.01%
1
3982
– –
0
3983
$1 ﹤0.01%
+1
3984
$1 ﹤0.01%
+1
3985
$1 ﹤0.01%
+5
3986
– –
0
3987
– –
-108
3988
– –
-222
3989
– –
-138
3990
– –
0
3991
– –
-556
3992
– –
-1
3993
– –
-15
3994
– –
-53
3995
– –
-13
3996
– –
-361
3997
– –
-2
3998
– –
-156
3999
– –
-11,750
4000
– –
-9
158 159
160
161 162