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
3801
$3 ﹤0.01%
1
3802
$3 ﹤0.01%
1
3803
$3 ﹤0.01%
1
3804
– –
0
3805
$2 ﹤0.01%
1
3806
– –
0
3807
$2 ﹤0.01%
1
-8
3808
– –
0
3809
$1 ﹤0.01%
1
3810
– –
-46
3811
– –
-3
3812
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0
3813
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0
3814
– –
-2
3815
– –
-39
3816
– –
-17
3817
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-4
3818
– –
-4
3819
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-7
3820
– –
-68
3821
– –
-243
3822
– –
0
3823
– –
-9
3824
– –
0
3825
– –
-850
151 152
153
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