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
276
$256K 0.06%
11,241
-42
277
$255K 0.06%
3,375
+2,116
278
$250K 0.05%
3,259
+55
279
$250K 0.05%
16,000
-1,012
280
$249K 0.05%
4,257
+948
281
$248K 0.05%
3,400
+1,160
282
$245K 0.05%
311
-6
283
$244K 0.05%
608
+25
284
$242K 0.05%
1,290
+215
285
$239K 0.05%
5,837
+2,936
286
$239K 0.05%
2,096
-61
287
$236K 0.05%
1,927
+647
288
$234K 0.05%
2,259
+396
289
$233K 0.05%
883
+423
290
$230K 0.05%
1,887
-18
291
$229K 0.05%
9,248
+7,527
292
$229K 0.05%
2,925
-36
293
$228K 0.05%
2,812
+465
294
$227K 0.05%
1,308
+419
295
$221K 0.05%
3,430
+410
296
$218K 0.05%
2,223
-184
297
$218K 0.05%
990
+78
298
$217K 0.05%
+8,185
299
$217K 0.05%
+13,803
300
$215K 0.05%
5,373
+4,706
10 11
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