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
1676
$48.7K ﹤0.01%
1,107
1677
$48.7K ﹤0.01%
446
-151
1678
$48.7K ﹤0.01%
1,958
+1,905
1679
$48.6K ﹤0.01%
186
+2
1680
$48.6K ﹤0.01%
4,812
+96
1681
$48.6K ﹤0.01%
690
+27
1682
$48.5K ﹤0.01%
+1,110
1683
$48.3K ﹤0.01%
757
+29
1684
$48.3K ﹤0.01%
1,930
-3,699
1685
$48.3K ﹤0.01%
+2,200
1686
$48.2K ﹤0.01%
130
+17
1687
$47.7K ﹤0.01%
1,466
+57
1688
$47.7K ﹤0.01%
+1,440
1689
$47.4K ﹤0.01%
596
+386
1690
$47.2K ﹤0.01%
928
+121
1691
$47.1K ﹤0.01%
+330
1692
$46.9K ﹤0.01%
2,390
+2,386
1693
$46.8K ﹤0.01%
2,471
+200
1694
$46.6K ﹤0.01%
417
+277
1695
$46.5K ﹤0.01%
1,391
+14
1696
$46.4K ﹤0.01%
1,141
-2,199
1697
$46.4K ﹤0.01%
349
+189
1698
$46.4K ﹤0.01%
918
1699
$46.3K ﹤0.01%
1,613
-877
1700
$45.9K ﹤0.01%
716
+36
66 67
68
69 70