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
301
$214K 0.05%
3,201
-1,940
302
$213K 0.05%
297
+189
303
$211K 0.05%
18,032
+1,131
304
$211K 0.05%
7,726
-2,598
305
$211K 0.05%
1,088
+513
306
$211K 0.05%
1,958
+972
307
$211K 0.05%
4,199
-1,033
308
$209K 0.05%
1,037
+88
309
$207K 0.05%
+26,458
310
$204K 0.04%
816
-4
311
$201K 0.04%
1,053
+8
312
$200K 0.04%
4,317
-100
313
$200K 0.04%
884
+50
314
$199K 0.04%
3,048
-2,784
315
$197K 0.04%
2,724
+4
316
$194K 0.04%
2,147
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317
$193K 0.04%
7,352
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318
$192K 0.04%
640
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319
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1,920
-3
320
$192K 0.04%
2,744
+356
321
$190K 0.04%
3,115
+3,080
322
$189K 0.04%
4,438
+816
323
$186K 0.04%
6,359
+1,069
324
$185K 0.04%
8,234
-12,489
325
$185K 0.04%
2,713
-1,486
11 12
13
14 15