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
451
$84.4K 0.02%
2,608
+2,460
452
$84.3K 0.02%
2,298
+105
453
$84.1K 0.02%
833
-20
454
$83.9K 0.02%
1,222
+755
455
$83.7K 0.02%
1,780
-145
456
$83.4K 0.02%
255
+54
457
$83.3K 0.02%
1,834
+975
458
$83.1K 0.02%
2,354
-647
459
$82.9K 0.02%
1,375
-129
460
$82.4K 0.02%
396
+8
461
$82.2K 0.02%
1,546
-227
462
$82.2K 0.02%
2,158
+10
463
$82.1K 0.02%
2,750
+698
464
$81.9K 0.02%
2,746
-987
465
$81.6K 0.02%
1,121
+161
466
$81.2K 0.02%
1,059
+25
467
$81K 0.02%
276
+72
468
$81K 0.02%
3,630
+3,222
469
$80.7K 0.02%
306
+10
470
$80.7K 0.02%
578
+170
471
$79.9K 0.02%
251
+225
472
$79.1K 0.02%
500
-56
473
$79.1K 0.02%
1,289
-126
474
$79.1K 0.02%
827
+10
475
$79.1K 0.02%
350
+152
17 18
19
20 21