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
3901
– –
-25
3902
– –
0
3903
– –
-171
3904
– –
-13
3905
– –
-8
3906
– –
-267
3907
– –
-26
3908
– –
-9
3909
– –
-9
3910
– –
-10
3911
– –
-40
3912
– –
-90
3913
$0 ﹤0.01%
780
3914
– –
-30
3915
– –
-70
3916
– –
-10
3917
– –
-38
3918
– –
-4
3919
– –
-16
3920
– –
-3
3921
– –
-9
3922
– –
0
3923
– –
-61
3924
– –
-114
3925
– –
-113
155 156
157
158 159