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
401
$123K 0.03%
1,979
+2
402
$122K 0.03%
2,850
+50
403
$122K 0.03%
667
+4
404
$121K 0.03%
5,528
-1,286
405
$121K 0.03%
6,000
-25
406
$121K 0.03%
793
+783
407
$120K 0.03%
2,605
+2,568
408
$119K 0.03%
1,413
+326
409
$119K 0.03%
1,781
+82
410
$119K 0.03%
1,660
-170
411
$119K 0.03%
431
+171
412
$118K 0.03%
3,750
413
$117K 0.03%
416
+24
414
$117K 0.03%
354
+78
415
$116K 0.03%
875
-65
416
$116K 0.03%
3,069
-31
417
$115K 0.03%
2,593
+2,099
418
$115K 0.03%
1,248
+97
419
$115K 0.03%
4,500
+1,500
420
$115K 0.03%
1,841
421
$113K 0.02%
3,435
+709
422
$113K 0.02%
4,865
-1,590
423
$113K 0.02%
1,006
+173
424
$113K 0.02%
3,040
425
$113K 0.02%
1,093
15 16
17
18 19