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
276
$185K 0.05%
1,863
+320
277
$184K 0.05%
3,496
+3,354
278
$183K 0.05%
5,290
+5,068
279
$181K 0.05%
2,193
+138
280
$181K 0.05%
3,309
-1,918
281
$178K 0.05%
938
+404
282
$175K 0.05%
768
+55
283
$174K 0.05%
4,257
+2,979
284
$171K 0.05%
371
+29
285
$169K 0.05%
795
+661
286
$167K 0.05%
581
-16
287
$167K 0.05%
834
+50
288
$166K 0.05%
767
+611
289
$164K 0.05%
3,427
-1,574
290
$163K 0.05%
949
+226
291
$162K 0.05%
4,323
+147
292
$161K 0.05%
1,026
-32
293
$161K 0.05%
2,927
+13
294
$160K 0.05%
3,020
-70
295
$160K 0.05%
+2,125
296
$160K 0.05%
5,466
297
$160K 0.05%
1,280
+540
298
$159K 0.05%
5,651
299
$159K 0.05%
2,168
+84
300
$156K 0.05%
2,240
-2
10 11
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