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
326
$136K 0.04%
306
-22
327
$136K 0.04%
+7,121
328
$136K 0.04%
847
-101
329
$135K 0.04%
1,483
-744
330
$135K 0.04%
3,622
+1,014
331
$134K 0.04%
1,225
+167
332
$133K 0.04%
2,456
-2,452
333
$133K 0.04%
1,977
+1
334
$133K 0.04%
4,171
+4,164
335
$133K 0.04%
947
+188
336
$133K 0.04%
4,905
+4,405
337
$132K 0.04%
5,755
+1,682
338
$132K 0.04%
1,355
+674
339
$131K 0.04%
4,252
-18
340
$129K 0.04%
+4,500
341
$129K 0.04%
1,699
+210
342
$128K 0.04%
829
-51
343
$128K 0.04%
1,325
+85
344
$128K 0.04%
2,876
+2,787
345
$128K 0.04%
558
+106
346
$128K 0.04%
23,802
-31,413
347
$127K 0.04%
1,830
+302
348
$126K 0.04%
1,019
+266
349
$125K 0.04%
+1,252
350
$125K 0.04%
1,114
+1,058
12 13
14
15 16