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
451
$103K 0.02%
270
+19
452
$102K 0.02%
912
-324
453
$101K 0.02%
1,012
-12
454
$101K 0.02%
+6,000
455
$101K 0.02%
295
-6
456
$101K 0.02%
2,116
+63
457
$101K 0.02%
506
-432
458
$101K 0.02%
4,186
+3,991
459
$101K 0.02%
2,215
+657
460
$100K 0.02%
3,600
-1,305
461
$99.6K 0.02%
556
+8
462
$99.5K 0.02%
1,000
-252
463
$99.1K 0.02%
536
+10
464
$98.9K 0.02%
667
+23
465
$98.9K 0.02%
1,957
-6
466
$98K 0.02%
1,553
+142
467
$97.5K 0.02%
+9,800
468
$97.5K 0.02%
+65,000
469
$97.5K 0.02%
7,029
+1,000
470
$97K 0.02%
1,188
+141
471
$96.8K 0.02%
395
-92
472
$96.1K 0.02%
1,522
+1
473
$95.5K 0.02%
+9,356
474
$95.5K 0.02%
1,832
+512
475
$95.4K 0.02%
721
+42
17 18
19
20 21