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
4001
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0
4002
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4003
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4004
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4005
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-20
4006
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4007
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-2
4008
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-1,535
4009
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-23
4010
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0
4011
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4012
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4013
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-222
4014
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4015
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0
4016
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-556
4017
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0
4018
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-15
4019
– –
-2
4020
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4021
– –
-11,750
4022
– –
-9
4023
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-4
4024
– –
-78
4025
– –
-9
159 160
161
162 163