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
26
$3.3M 0.72%
42,747
-4,808
27
$3.15M 0.69%
45,760
-9,347
28
$3.07M 0.67%
134,087
+31,141
29
$2.92M 0.64%
34,983
+13,671
30
$2.9M 0.63%
17,533
+2,046
31
$2.83M 0.62%
10,796
+1,482
32
$2.71M 0.59%
27,793
+24,077
33
$2.69M 0.59%
30,057
+8,235
34
$2.62M 0.57%
108,992
+23,408
35
$2.56M 0.56%
138,654
+36,589
36
$2.5M 0.55%
33,626
+6,313
37
$2.5M 0.55%
42,574
+10,785
38
$2.44M 0.53%
11,055
-1,038
39
$2.43M 0.53%
32,109
-3,167
40
$2.38M 0.52%
5,851
+885
41
$2.24M 0.49%
42,905
+10,510
42
$2.21M 0.48%
18,273
+6,422
43
$2.2M 0.48%
67,590
+45,940
44
$2.11M 0.46%
14,521
+1,745
45
$2.05M 0.45%
50,302
+28,837
46
$1.94M 0.42%
27,993
+8,104
47
$1.85M 0.4%
59,167
+18,027
48
$1.83M 0.4%
34,099
+7,296
49
$1.78M 0.39%
7,481
+2,997
50
$1.77M 0.39%
15,960
+5,240
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