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
426
$113K 0.02%
2,210
+52
427
$113K 0.02%
2,921
+623
428
$113K 0.02%
2,215
+1,413
429
$112K 0.02%
4,000
430
$112K 0.02%
1,002
+135
431
$112K 0.02%
441
432
$112K 0.02%
3,170
+31
433
$111K 0.02%
8,600
434
$111K 0.02%
1,788
-668
435
$110K 0.02%
963
+37
436
$109K 0.02%
1,117
+595
437
$109K 0.02%
8,653
-7,076
438
$108K 0.02%
846
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$108K 0.02%
277
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440
$108K 0.02%
724
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441
$107K 0.02%
882
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442
$107K 0.02%
772
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$106K 0.02%
1,546
444
$106K 0.02%
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-1
445
$105K 0.02%
1,390
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446
$105K 0.02%
301
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447
$104K 0.02%
215
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448
$104K 0.02%
1,887
-184
449
$103K 0.02%
3,910
+1
450
$103K 0.02%
840
-179
16 17
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