FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
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
4051
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4052
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4053
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4054
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4055
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4056
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-1,782
4057
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4058
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4059
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-79,857
4060
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4061
$0 ﹤0.01%
98
4062
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4063
$0 ﹤0.01%
312
4064
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4065
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4066
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4067
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-25
4068
$0 ﹤0.01%
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4069
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100
4070
$0 ﹤0.01%
+100
4071
$0 ﹤0.01%
20
4072
$0 ﹤0.01%
+10
4073
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4074
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-11
4075
$0 ﹤0.01%
1
161 162
163
164 165