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
2076
$19.9K ﹤0.01%
434
2077
$19.9K ﹤0.01%
438
+30
2078
$19.8K ﹤0.01%
259
+72
2079
$19.8K ﹤0.01%
1,000
2080
$19.8K ﹤0.01%
952
+303
2081
$19.7K ﹤0.01%
359
+107
2082
$19.7K ﹤0.01%
215
-9
2083
$19.7K ﹤0.01%
2,506
+370
2084
$19.7K ﹤0.01%
311
+211
2085
$19.7K ﹤0.01%
320
+3
2086
$19.7K ﹤0.01%
1,260
+4
2087
$19.6K ﹤0.01%
616
+44
2088
$19.6K ﹤0.01%
1,436
+30
2089
$19.6K ﹤0.01%
425
-110
2090
$19.5K ﹤0.01%
612
+111
2091
$19.5K ﹤0.01%
950
+33
2092
$19.5K ﹤0.01%
+1,500
2093
$19.4K ﹤0.01%
36
+2
2094
$19.4K ﹤0.01%
425
+310
2095
$19.4K ﹤0.01%
1,154
-4,977
2096
$19.4K ﹤0.01%
90
+3
2097
$19.4K ﹤0.01%
1,042
-30
2098
$19.3K ﹤0.01%
207
+93
2099
$19.3K ﹤0.01%
247
+114
2100
$19.2K ﹤0.01%
331
+45
82 83
84
85 86