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
351
$124K 0.04%
1,104
-17
352
$123K 0.04%
1,768
+573
353
$123K 0.04%
6,025
+5,999
354
$122K 0.04%
940
+270
355
$120K 0.04%
+2,901
356
$120K 0.04%
4,443
-16,240
357
$120K 0.04%
1,249
+122
358
$120K 0.04%
961
+141
359
$120K 0.04%
1,794
+1,780
360
$119K 0.03%
3,649
-170
361
$119K 0.03%
887
-7
362
$118K 0.03%
1,538
363
$118K 0.03%
1,861
+179
364
$117K 0.03%
575
-101
365
$116K 0.03%
487
-27
366
$116K 0.03%
+3,228
367
$116K 0.03%
3,100
+87
368
$116K 0.03%
550
+40
369
$115K 0.03%
248
-13
370
$115K 0.03%
3,626
+676
371
$115K 0.03%
1,502
-161
372
$114K 0.03%
1,073
+168
373
$114K 0.03%
460
+18
374
$114K 0.03%
2,680
+1,680
375
$113K 0.03%
2,071
-44,957
13 14
15
16 17