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
$2.06B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$13M
3 +$11.3M
4
NVDA icon
NVIDIA
NVDA
+$10.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.91M

Top Sells

1 +$3.65M
2 +$2.6M
3 +$1.87M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.49M
5
BIBL icon
Inspire 100 ETF
BIBL
+$1.47M

Sector Composition

1 Technology 14.29%
2 Financials 4.7%
3 Healthcare 3.92%
4 Consumer Discretionary 3.57%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$13.2M 0.64%
614,586
+3,696
27
$13M 0.63%
543,466
+21,646
28
$12.1M 0.59%
66,949
+15,074
29
$12.1M 0.58%
25,046
+3,557
30
$12.1M 0.58%
224,750
+39,768
31
$11.4M 0.55%
125,574
+14,874
32
$11.4M 0.55%
12,453
+4,157
33
$11M 0.53%
70,479
+14,286
34
$11M 0.53%
205,590
-48,737
35
$10.9M 0.53%
59,097
+14,952
36
$10.3M 0.5%
460,391
-384
37
$9.66M 0.47%
205,551
-11,169
38
$9.51M 0.46%
59,518
-8,365
39
$8.95M 0.43%
34,008
+10,865
40
$8.36M 0.41%
373,613
+13,948
41
$8.28M 0.4%
40,291
+9,308
42
$8.27M 0.4%
162,575
+85,419
43
$8.21M 0.4%
16,275
+4,902
44
$8.05M 0.39%
97,049
+1,560
45
$7.89M 0.38%
29,434
+18,987
46
$7.65M 0.37%
236,367
+97,088
47
$7.62M 0.37%
112,876
+10,372
48
$7.45M 0.36%
161,464
-5,952
49
$7.41M 0.36%
76,993
-1,893
50
$7.28M 0.35%
81,016
+10,606