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
2326
$11K ﹤0.01%
163
+2
2327
$10.8K ﹤0.01%
195
2328
$10.8K ﹤0.01%
+257
2329
$10.8K ﹤0.01%
468
+180
2330
$10.8K ﹤0.01%
+667
2331
$10.8K ﹤0.01%
59
-4
2332
$10.7K ﹤0.01%
+118
2333
$10.7K ﹤0.01%
610
-2
2334
$10.7K ﹤0.01%
427
+16
2335
$10.7K ﹤0.01%
51
-5
2336
$10.7K ﹤0.01%
615
+95
2337
$10.6K ﹤0.01%
427
-19,853
2338
$10.6K ﹤0.01%
64
+10
2339
$10.6K ﹤0.01%
651
2340
$10.5K ﹤0.01%
775
+296
2341
$10.5K ﹤0.01%
207
+5
2342
$10.5K ﹤0.01%
1,065
+1,051
2343
$10.5K ﹤0.01%
550
2344
$10.5K ﹤0.01%
337
+126
2345
$10.5K ﹤0.01%
144
+28
2346
$10.5K ﹤0.01%
603
+11
2347
$10.4K ﹤0.01%
+110
2348
$10.4K ﹤0.01%
151
+58
2349
$10.4K ﹤0.01%
619
2350
$10.3K ﹤0.01%
519