FFA
Farther Finance Advisors Portfolio holdings
AUM
$4.99B
1-Year Return
14.78%
This Quarter Return
+3.55%
1 Year Return
+14.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.06B
AUM Growth
+$420M
(+26%)
Cap. Flow
+$372M
Cap. Flow
% of AUM
18.04%
Top 10 Holdings %
Top 10 Hldgs %
29.76%
Holding
3,993
New
386
Increased
2,056
Reduced
644
Closed
158
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$22.7M |
| 2 |
Microsoft
MSFT
|
+$13M |
| 3 |
Amazon
AMZN
|
+$11.3M |
| 4 |
NVIDIA
NVDA
|
+$10.8M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.91M |
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$2.6M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.87M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$1.49M |
| 5 |
Inspire 100 ETF
BIBL
|
+$1.47M |
Sector Composition
| 1 | Technology | 14.29% |
| 2 | Financials | 4.7% |
| 3 | Healthcare | 3.91% |
| 4 | Consumer Discretionary | 3.57% |
| 5 | Industrials | 3% |
