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
$2.06B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13M
3
+$11.3M
4
NVDA icon
NVIDIA
NVDA
+$10.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.91M

Top Sells

1
+$3.65M
2
+$2.6M
3
+$1.87M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.49M
5
BIBL icon
Inspire 100 ETF
BIBL
+$1.47M

Sector Composition

1 Technology 14.29%
2 Financials 4.7%
3 Healthcare 3.92%
4 Consumer Discretionary 3.57%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3676
$58 ﹤0.01%
+13
3677
$58 ﹤0.01%
11
-15
3678
$56 ﹤0.01%
2
3679
$55 ﹤0.01%
2
3680
$55 ﹤0.01%
32
3681
$55 ﹤0.01%
+39
3682
$55 ﹤0.01%
+1
3683
$55 ﹤0.01%
2
3684
$54 ﹤0.01%
61
-207
3685
$54 ﹤0.01%
+50
3686
$54 ﹤0.01%
1
3687
$52 ﹤0.01%
1
3688
$51 ﹤0.01%
4
+3
3689
$51 ﹤0.01%
1
3690
$51 ﹤0.01%
+4
3691
$51 ﹤0.01%
5
3692
$50 ﹤0.01%
+5
3693
$50 ﹤0.01%
5
3694
$50 ﹤0.01%
+1
3695
$50 ﹤0.01%
30
-96
3696
$49 ﹤0.01%
6
3697
$47 ﹤0.01%
73
3698
$46 ﹤0.01%
10
3699
$45 ﹤0.01%
+4
3700
$45 ﹤0.01%
13
146 147
148
149 150