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
26
$2.47M 0.72%
12,093
+2,880
27
$2.46M 0.72%
15,487
+3,124
28
$2.41M 0.7%
102,946
+46,594
29
$2.09M 0.61%
85,584
+33,324
30
$1.99M 0.58%
27,313
+9,845
31
$1.97M 0.58%
21,822
+13,822
32
$1.94M 0.57%
102,065
+63,946
33
$1.93M 0.57%
9,314
+3,391
34
$1.91M 0.56%
31,789
+20,057
35
$1.87M 0.55%
4,966
+3,916
36
$1.77M 0.52%
21,312
+13,419
37
$1.69M 0.49%
3,479
-147
38
$1.66M 0.49%
12,776
+7,206
39
$1.65M 0.48%
29,806
-236
40
$1.62M 0.47%
32,395
+15,670
41
$1.56M 0.46%
3,307
+2,374
42
$1.55M 0.45%
20,971
+466
43
$1.54M 0.45%
14,857
+4,569
44
$1.42M 0.41%
26,803
+6,596
45
$1.41M 0.41%
15,255
-3,731
46
$1.39M 0.41%
+58,869
47
$1.33M 0.39%
19,889
+12,341
48
$1.32M 0.39%
4,631
+3,279
49
$1.3M 0.38%
41,140
+25,868
50
$1.3M 0.38%
22,227
+3,358
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