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
401
$102K 0.03%
1,114
+786
402
$102K 0.03%
5,592
+1,023
403
$102K 0.03%
755
+178
404
$102K 0.03%
+441
405
$101K 0.03%
1,164
-44
406
$101K 0.03%
3,909
-377
407
$100K 0.03%
1,259
-496
408
$100K 0.03%
392
+123
409
$99.1K 0.03%
1,312
+39
410
$98.3K 0.03%
2,053
-158
411
$98.3K 0.03%
2,726
+924
412
$98.2K 0.03%
1,963
-16
413
$97.9K 0.03%
867
-6
414
$97.1K 0.03%
679
+82
415
$97.1K 0.03%
1,967
-48
416
$96.1K 0.03%
+2,188
417
$95.7K 0.03%
2,800
+500
418
$94.9K 0.03%
839
-80
419
$93.7K 0.03%
2,014
+205
420
$93.2K 0.03%
+6,750
421
$93.1K 0.03%
1,087
+47
422
$92.9K 0.03%
1,488
+242
423
$91.1K 0.03%
2,809
+2,763
424
$90.5K 0.03%
1,024
-132
425
$90.5K 0.03%
1,047
+339
15 16
17
18 19