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
351
$158K 0.03%
1,887
-253
352
$158K 0.03%
+14,647
353
$157K 0.03%
+19,000
354
$156K 0.03%
1,843
-26
355
$156K 0.03%
+3,100
356
$156K 0.03%
1,785
+7
357
$155K 0.03%
1,444
+1,414
358
$154K 0.03%
792
+27
359
$154K 0.03%
25,959
+25,920
360
$153K 0.03%
5,119
+3,071
361
$153K 0.03%
3,991
362
$152K 0.03%
2,054
+1,653
363
$152K 0.03%
+4,101
364
$151K 0.03%
1,727
+225
365
$149K 0.03%
1,693
-339
366
$148K 0.03%
3,680
367
$147K 0.03%
1,758
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368
$147K 0.03%
8,515
-4,388
369
$146K 0.03%
595
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370
$146K 0.03%
4,021
-302
371
$145K 0.03%
1,642
-551
372
$145K 0.03%
10,000
373
$143K 0.03%
2,038
+270
374
$143K 0.03%
254
+6
375
$142K 0.03%
1,089
+147
13 14
15
16 17