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
426
$90.3K 0.03%
942
+584
427
$89.7K 0.03%
612
+22
428
$89.6K 0.03%
526
-20
429
$89.6K 0.03%
434
+283
430
$89.5K 0.03%
6,029
+6,000
431
$89.2K 0.03%
1,521
432
$88.8K 0.03%
1,546
-198
433
$88.7K 0.03%
108
+2
434
$88.7K 0.03%
533
+54
435
$88.2K 0.03%
+4,000
436
$87.9K 0.03%
864
+212
437
$87.5K 0.03%
+3,745
438
$87.2K 0.03%
833
+81
439
$87.2K 0.03%
374
-104
440
$86.9K 0.03%
1,425
+861
441
$86.7K 0.03%
8,252
+4,504
442
$86.6K 0.03%
1,174
+531
443
$86.1K 0.03%
+1,937
444
$86K 0.03%
644
-3
445
$85.4K 0.03%
6,106
+5,974
446
$85.2K 0.02%
434
-76
447
$85.1K 0.02%
1,411
+109
448
$85.1K 0.02%
1,767
+50
449
$84.7K 0.02%
548
+534
450
$84.6K 0.02%
1,933
-9,498
16 17
18
19 20