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
$342M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,472
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.8M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M

Top Sells

1
+$4.36M
2
+$3.35M
3
+$2.45M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$823K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$673K

Sector Composition

1 Technology 6.63%
2 Financials 6.57%
3 Healthcare 4.25%
4 Energy 3.32%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$218K 0.06%
317
-11
252
$214K 0.06%
7,990
-2,470
253
$213K 0.06%
450
+80
254
$212K 0.06%
1,051
-1,034
255
$211K 0.06%
2,157
+350
256
$209K 0.06%
13,131
+3,714
257
$209K 0.06%
16,516
+15,850
258
$207K 0.06%
+4,042
259
$203K 0.06%
912
+34
260
$203K 0.06%
1,568
+1,300
261
$201K 0.06%
583
+76
262
$200K 0.06%
820
+112
263
$197K 0.06%
4,417
+1,442
264
$195K 0.06%
2,720
+2,500
265
$194K 0.06%
679
-137
266
$193K 0.06%
2,347
-3,084
267
$193K 0.06%
2,032
+902
268
$192K 0.06%
1,045
+890
269
$192K 0.06%
1,075
+297
270
$191K 0.06%
1,923
-1,511
271
$188K 0.06%
20,376
+20,333
272
$188K 0.06%
2,140
+167
273
$188K 0.05%
4,148
-4,335
274
$186K 0.05%
1,905
-300
275
$186K 0.05%
5,370
-220
9 10
11
12 13