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
376
$142K 0.03%
606
+56
377
$140K 0.03%
635
-1,023
378
$139K 0.03%
1,106
+262
379
$137K 0.03%
7,287
+1,256
380
$137K 0.03%
+3,000
381
$137K 0.03%
3,153
+2,584
382
$136K 0.03%
4,385
-115
383
$135K 0.03%
1,510
+185
384
$135K 0.03%
777
+97
385
$134K 0.03%
2,943
+16
386
$133K 0.03%
+2,875
387
$132K 0.03%
2,847
-243
388
$132K 0.03%
6,470
-300
389
$131K 0.03%
800
-29
390
$131K 0.03%
607
-161
391
$128K 0.03%
1,351
+39
392
$127K 0.03%
1,569
+31
393
$126K 0.03%
1,144
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394
$125K 0.03%
1,514
+1,146
395
$125K 0.03%
2,000
396
$125K 0.03%
776
+341
397
$125K 0.03%
1,366
-117
398
$124K 0.03%
1,067
-37
399
$124K 0.03%
+5,450
400
$124K 0.03%
2,066
+205
14 15
16
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