FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$20.3M
2
+$19.9M
3
+$18.1M
4
AAPL icon
Apple
AAPL
+$16.7M
5
MSFT icon
Microsoft
MSFT
+$14.7M

Top Sells

1
+$6.31M
2
+$4.25M
3
+$2M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.61M
5
NEE icon
NextEra Energy
NEE
+$1.48M

Sector Composition

1 Technology 13.17%
2 Financials 4.66%
3 Consumer Discretionary 3.53%
4 Healthcare 3.52%
5 Industrials 2.93%
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
– –
0
3980
$1 ﹤0.01%
+1
3981
$1 ﹤0.01%
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3982
$1 ﹤0.01%
+5
3983
– –
-75
3984
$1 ﹤0.01%
+1
3985
$1 ﹤0.01%
1
3986
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-72
3987
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0
3988
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-101
3989
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-200
3990
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-100
3991
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-550
3992
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3993
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3994
– –
-838
3995
– –
-1,978
3996
– –
-1,993
3997
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-80
3998
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0
3999
– –
-50
4000
– –
-9
158 159
160
161 162