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
251
$293K 0.06%
5,473
+255
252
$289K 0.06%
5,921
-1,178
253
$289K 0.06%
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254
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255
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-92
256
$286K 0.06%
1,461
+1,027
257
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258
$286K 0.06%
4,689
-257
259
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3,898
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260
$282K 0.06%
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261
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262
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3,295
263
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264
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265
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270
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271
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272
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3,277
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273
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10,738
-1,051
274
$264K 0.06%
6,659
-152
275
$256K 0.06%
6,409
+2,152
9 10
11
12 13