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
$458M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,622
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$5.23M
3
+$4.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.74M
5
AAPL icon
Apple
AAPL
+$4.32M

Top Sells

1
+$1.18M
2
+$953K
3
+$814K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$643K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$633K

Sector Composition

1 Technology 7.94%
2 Financials 5.6%
3 Healthcare 3.96%
4 Consumer Discretionary 3.14%
5 Energy 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$326K 0.07%
7,379
-33
227
$325K 0.07%
7,637
-7,503
228
$322K 0.07%
1,057
+378
229
$322K 0.07%
14,169
+8,414
230
$321K 0.07%
1,668
+26
231
$321K 0.07%
792
+252
232
$319K 0.07%
14,188
+2,028
233
$318K 0.07%
17,828
-1,318
234
$317K 0.07%
5,655
+1,388
235
$316K 0.07%
10,981
-19
236
$315K 0.07%
10,984
-5,356
237
$315K 0.07%
1,539
+488
238
$314K 0.07%
9,112
-1,370
239
$313K 0.07%
3,247
-96
240
$310K 0.07%
+12,714
241
$309K 0.07%
2,802
-91
242
$308K 0.07%
+12,269
243
$305K 0.07%
14,411
+9,162
244
$305K 0.07%
12,888
+2,254
245
$303K 0.07%
38,820
-3,084
246
$299K 0.07%
2,512
+453
247
$298K 0.07%
5,790
-3,420
248
$298K 0.07%
2,260
+205
249
$296K 0.06%
7,124
-53
250
$295K 0.06%
8,304
+130
8 9
10
11 12