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
951
$223K 0.01%
6,541
+2,473
952
$222K 0.01%
1,749
-2,603
953
$222K 0.01%
11,019
+95
954
$221K 0.01%
2,800
-555
955
$220K 0.01%
1,771
+271
956
$219K 0.01%
6,844
+544
957
$219K 0.01%
1,543
+1,419
958
$219K 0.01%
2,586
-2,175
959
$218K 0.01%
3,840
+24
960
$217K 0.01%
16,569
961
$216K 0.01%
7,965
+1,370
962
$215K 0.01%
3,085
+526
963
$215K 0.01%
747
-1,109
964
$215K 0.01%
389
+374
965
$214K 0.01%
4,177
+2,017
966
$213K 0.01%
4,255
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967
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3,177
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968
$213K 0.01%
2,282
+2,179
969
$212K 0.01%
2,112
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970
$211K 0.01%
719
+22
971
$210K 0.01%
1,304
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972
$209K 0.01%
812
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973
$209K 0.01%
3,258
+1,388
974
$209K 0.01%
4,039
-16,778
975
$208K 0.01%
476
-107
37 38
39
40 41