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
376
$112K 0.03%
1,029
+5
377
$112K 0.03%
680
+132
378
$112K 0.03%
1,878
-1,232
379
$112K 0.03%
3,139
-702
380
$111K 0.03%
3,750
381
$111K 0.03%
+5,249
382
$110K 0.03%
6,031
+5,026
383
$110K 0.03%
1,093
+1,000
384
$109K 0.03%
986
-1,450
385
$109K 0.03%
194
-15
386
$109K 0.03%
2,000
-190
387
$108K 0.03%
391
+364
388
$108K 0.03%
4,000
389
$108K 0.03%
+7,062
390
$107K 0.03%
844
+179
391
$106K 0.03%
926
+2
392
$106K 0.03%
8,600
393
$106K 0.03%
+1,777
394
$106K 0.03%
1,151
-359
395
$106K 0.03%
917
+808
396
$105K 0.03%
2,195
+2,053
397
$105K 0.03%
549
+302
398
$103K 0.03%
+3,040
399
$103K 0.03%
2,544
-1,010
400
$103K 0.03%
1,841
14 15
16
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