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
2476
$20 ﹤0.01%
1
2477
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2478
$17 ﹤0.01%
1
2479
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2480
$11 ﹤0.01%
2
-691
2481
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0
2482
$10 ﹤0.01%
+2
2483
$10 ﹤0.01%
5
2484
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0
2485
$7 ﹤0.01%
1
2486
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0
2487
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0
2488
$2 ﹤0.01%
2
-72
2489
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0
2490
– –
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2491
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2492
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-1
2493
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2494
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2495
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2496
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-16
2497
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2498
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-25
2499
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-34
2500
– –
-55
98 99
100
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