FFA

Farther Finance Advisors Portfolio holdings

AUM $4.99B
1-Year Return 14.78%
This Quarter Return
+9.64%
1 Year Return
+14.78%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.39B
AUM Growth
+$753M
Cap. Flow
+$697M
Cap. Flow %
50.13%
Top 10 Hldgs %
30.1%
Holding
3,657
New
1,025
Increased
1,766
Reduced
404
Closed
102

Sector Composition

1 Technology 11.42%
2 Financials 4.56%
3 Healthcare 3.91%
4 Consumer Discretionary 3.2%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UPWK icon
2626
Upwork
UPWK
$2.17B
$1.29K ﹤0.01%
+87
New +$1.29K
PLUG icon
2627
Plug Power
PLUG
$1.74B
$1.28K ﹤0.01%
284
+1
+0.4% +$5
SEM icon
2628
Select Medical
SEM
$1.54B
$1.27K ﹤0.01%
100
-71
-42% -$901
SSB icon
2629
SouthState Bank Corporation
SSB
$10.3B
$1.27K ﹤0.01%
+15
New +$1.27K
SXI icon
2630
Standex International
SXI
$2.44B
$1.27K ﹤0.01%
8
-11
-58% -$1.74K
LQDA icon
2631
Liquidia Corp
LQDA
$2.32B
$1.26K ﹤0.01%
+105
New +$1.26K
TMDX icon
2632
Transmedics
TMDX
$3.99B
$1.26K ﹤0.01%
+16
New +$1.26K
TMCI icon
2633
Treace Medical Concepts
TMCI
$442M
$1.26K ﹤0.01%
+99
New +$1.26K
VSAT icon
2634
Viasat
VSAT
$4.28B
$1.26K ﹤0.01%
45
+10
+29% +$280
TRUP icon
2635
Trupanion
TRUP
$1.86B
$1.25K ﹤0.01%
+41
New +$1.25K
DJAN icon
2636
FT Vest US Equity Deep Buffer ETF January
DJAN
$354M
$1.25K ﹤0.01%
36
MOON
2637
DELISTED
Direxion Moonshot Innovators ETF
MOON
$1.24K ﹤0.01%
+109
New +$1.24K
CNNE icon
2638
Cannae Holdings
CNNE
$1.1B
$1.23K ﹤0.01%
+63
New +$1.23K
NRC icon
2639
National Research Corp
NRC
$366M
$1.23K ﹤0.01%
31
-18
-37% -$712
VIPS icon
2640
Vipshop
VIPS
$8.85B
$1.23K ﹤0.01%
69
-92
-57% -$1.63K
RCM
2641
DELISTED
R1 RCM Inc. Common Stock
RCM
$1.22K ﹤0.01%
+115
New +$1.22K
EPM icon
2642
Evolution Petroleum
EPM
$179M
$1.21K ﹤0.01%
209
+3
+1% +$17
IONQ icon
2643
IonQ
IONQ
$14B
$1.21K ﹤0.01%
98
+88
+880% +$1.09K
MTX icon
2644
Minerals Technologies
MTX
$1.98B
$1.21K ﹤0.01%
+17
New +$1.21K
TDOC icon
2645
Teladoc Health
TDOC
$1.37B
$1.21K ﹤0.01%
56
-101
-64% -$2.18K
RGP icon
2646
Resources Connection
RGP
$167M
$1.2K ﹤0.01%
+85
New +$1.2K
HLMN icon
2647
Hillman Solutions
HLMN
$1.93B
$1.2K ﹤0.01%
+130
New +$1.2K
AMPS
2648
DELISTED
Altus Power, Inc.
AMPS
$1.2K ﹤0.01%
+175
New +$1.2K
TSLY icon
2649
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.19B
$1.19K ﹤0.01%
+50
New +$1.19K
LBAI
2650
DELISTED
Lakeland Bancorp Inc
LBAI
$1.18K ﹤0.01%
80
-26
-25% -$384