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
301
$155K 0.05%
3,484
+1,705
302
$154K 0.05%
2,388
+41
303
$154K 0.04%
3,054
+1,622
304
$151K 0.04%
+10,000
305
$151K 0.04%
765
-38
306
$150K 0.04%
663
-10
307
$149K 0.04%
6,455
-3,576
308
$148K 0.04%
1,778
-33
309
$148K 0.04%
3,680
-8,974
310
$147K 0.04%
+43,123
311
$146K 0.04%
1,869
+213
312
$146K 0.04%
3,991
313
$146K 0.04%
4,879
+4,677
314
$145K 0.04%
889
+584
315
$144K 0.04%
1,873
+795
316
$143K 0.04%
6,814
+18
317
$142K 0.04%
398
+39
318
$142K 0.04%
2,705
+1,959
319
$142K 0.04%
1,236
+327
320
$141K 0.04%
+3,090
321
$141K 0.04%
461
-5
322
$140K 0.04%
2,196
+1,400
323
$139K 0.04%
1,337
-17
324
$138K 0.04%
+3,020
325
$137K 0.04%
+6,770
11 12
13
14 15