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

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
2526
-285
2527
-1
2528
-11
2529
-36
2530
-2
2531
0
2532
-224
2533
0
2534
-94
2535
-11
2536
-5
2537
-23,802
2538
0
2539
0
2540
-9
2541
-20
2542
-6
2543
0
2544
-79
2545
-45
2546
-46
2547
-600
2548
-24
2549
-8
2550
-4