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
2176
$16K ﹤0.01%
339
+133
2177
$15.9K ﹤0.01%
199
+74
2178
$15.9K ﹤0.01%
228
-15
2179
$15.9K ﹤0.01%
421
2180
$15.8K ﹤0.01%
160
2181
$15.8K ﹤0.01%
145
+11
2182
$15.7K ﹤0.01%
1,482
-136
2183
$15.7K ﹤0.01%
527
+62
2184
$15.7K ﹤0.01%
1,059
+216
2185
$15.5K ﹤0.01%
850
2186
$15.5K ﹤0.01%
+2,187
2187
$15.4K ﹤0.01%
471
-3
2188
$15.4K ﹤0.01%
736
+29
2189
$15.3K ﹤0.01%
725
+14
2190
$15.3K ﹤0.01%
160
+78
2191
$15.3K ﹤0.01%
373
2192
$15.1K ﹤0.01%
278
2193
$15.1K ﹤0.01%
199
+3
2194
$15.1K ﹤0.01%
398
+388
2195
$15.1K ﹤0.01%
154
+32
2196
$14.9K ﹤0.01%
324
+91
2197
$14.9K ﹤0.01%
273
2198
$14.9K ﹤0.01%
464
+139
2199
$14.8K ﹤0.01%
285
-3
2200
$14.8K ﹤0.01%
792
+13
86 87
88
89 90