FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,472
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.8M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M

Top Sells

1
+$4.36M
2
+$3.35M
3
+$2.45M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$823K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$673K

Sector Composition

1 Technology 6.63%
2 Financials 6.57%
3 Healthcare 4.25%
4 Energy 3.32%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$268K 0.08%
5,590
+3,870
227
$268K 0.08%
4,905
+2,010
228
$267K 0.08%
5,218
-699
229
$265K 0.08%
11,283
-1,114
230
$263K 0.08%
5,232
-12,678
231
$263K 0.08%
2,059
+510
232
$261K 0.08%
15,996
+2,700
233
$260K 0.08%
2,350
-848
234
$253K 0.07%
10,634
+634
235
$251K 0.07%
732
-50
236
$246K 0.07%
3,430
-2,415
237
$245K 0.07%
2,785
+1,601
238
$242K 0.07%
16,901
+10,111
239
$240K 0.07%
2,981
+664
240
$238K 0.07%
3,840
+442
241
$238K 0.07%
15,729
+9,618
242
$236K 0.07%
2,407
+617
243
$228K 0.07%
1,014
-10
244
$226K 0.07%
12,903
+9,032
245
$224K 0.07%
4,267
+4,151
246
$223K 0.07%
540
+38
247
$221K 0.06%
5,843
+812
248
$220K 0.06%
1,136
-6
249
$218K 0.06%
2,961
+913
250
$218K 0.06%
4,316
+3,206
8 9
10
11 12