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

Top Buys

1
+$16.7M
2
+$5.26M
3
+$5.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M
5
AAPL icon
Apple
AAPL
+$3.88M

Top Sells

1
+$1.13M
2
+$888K
3
+$863K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$639K
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$611K

Sector Composition

1 Technology 7.94%
2 Financials 5.61%
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
2476
$20 ﹤0.01%
1
2477
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2478
$17 ﹤0.01%
1
2479
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0
2480
$11 ﹤0.01%
2
-691
2481
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0
2482
$10 ﹤0.01%
+2
2483
$10 ﹤0.01%
5
2484
– –
0
2485
$7 ﹤0.01%
1
2486
– –
0
2487
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0
2488
$2 ﹤0.01%
2
-72
2489
– –
0
2490
– –
0
2491
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0
2492
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0
2493
– –
-5
2494
– –
-131
2495
– –
-358
2496
– –
0
2497
– –
-139
2498
– –
-16
2499
– –
-100
2500
– –
-2
98 99
100
101 102