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
326
$183K 0.04%
1,615
+278
327
$182K 0.04%
+7,296
328
$181K 0.04%
798
+3
329
$180K 0.04%
+6,341
330
$180K 0.04%
1,219
+193
331
$177K 0.04%
3,743
+1,548
332
$173K 0.04%
4,009
+383
333
$173K 0.04%
7,026
-5,364
334
$173K 0.04%
+30,269
335
$172K 0.04%
403
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336
$172K 0.04%
3,886
+1,342
337
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338
$170K 0.04%
584
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339
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1,557
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340
$167K 0.04%
5,122
+2,372
341
$166K 0.04%
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342
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343
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510
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344
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5,500
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345
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346
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355
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347
$161K 0.04%
8,588
-7,408
348
$160K 0.04%
361
-10
349
$160K 0.04%
390
+16
350
$159K 0.03%
20,488
+112
12 13
14
15 16