FFA
Farther Finance Advisors Portfolio holdings
AUM
$4.99B
1-Year Return
14.78%
This Quarter Return
+8.51%
1 Year Return
+14.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
–
Cap. Flow
+$258M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.56%
Holding
2,201
New
2,170
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$16.7M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$12.7M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$9.58M |
| 4 |
Chevron
CVX
|
+$7.98M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$7.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.97% |
| 2 | Technology | 5.37% |
| 3 | Healthcare | 4.55% |
| 4 | Energy | 4.15% |
| 5 | Consumer Discretionary | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Medical Properties Trust
MPW
$2.75B
| $51.6K | 0.02% |
+4,628
| New | +$51.6K |
|
477
SPDR Blackstone Senior Loan ETF
SRLN
$6.98B
| $51.5K | 0.02% |
+1,259
| New | +$51.5K |
|
478
SPDR Dow Jones Global Real Estate ETF
RWO
$1.13B
| $51.4K | 0.02% |
+1,257
| New | +$51.4K |
|
479
TotalEnergies
TTE
$133B
| $51K | 0.02% |
+822
| New | +$51K |
|
480
Marsh & McLennan
MMC
$99.2B
| $50.6K | 0.02% |
+306
| New | +$50.6K |
|
481
Genuine Parts
GPC
$19.5B
| $50.5K | 0.02% |
+291
| New | +$50.5K |
|
482
Diageo
DEO
$58.3B
| $50.4K | 0.02% |
+283
| New | +$50.4K |
|
483
Gartner
IT
$18.7B
| $50.4K | 0.02% |
+150
| New | +$50.4K |
|
484
Vertex Pharmaceuticals
VRTX
$101B
| $50.2K | 0.02% |
+174
| New | +$50.2K |
|
485
WillScot Mobile Mini Holdings
WSC
$4.22B
| $49.8K | 0.02% |
+1,102
| New | +$49.8K |
|
486
eBay
EBAY
$42.5B
| $49.6K | 0.02% |
+1,195
| New | +$49.6K |
|
487
Vanguard Information Technology ETF
VGT
$101B
| $49.5K | 0.02% |
+155
| New | +$49.5K |
|
488
W.P. Carey
WPC
$14.7B
| $49.4K | 0.02% |
+645
| New | +$49.4K |
|
489
T. Rowe Price Growth Stock ETF
TGRW
$874M
| $49.4K | 0.02% |
+2,400
| New | +$49.4K |
|
490
Tyson Foods
TSN
$19.9B
| $48.9K | 0.02% |
+785
| New | +$48.9K |
|
491
iShares Russell 1000 ETF
IWB
$44.1B
| $48.8K | 0.02% |
+232
| New | +$48.8K |
|
|
INEQ
492
Columbia International Equity Income ETF
INEQ
$49M
| $48.8K | 0.02% |
+2,000
| New | +$48.8K |
|
493
Freeport-McMoran
FCX
$63B
| $48.6K | 0.02% |
+1,278
| New | +$48.6K |
|
494
Biogen
BIIB
$20.7B
| $48.5K | 0.02% |
+175
| New | +$48.5K |
|
495
ASML
ASML
$313B
| $48.1K | 0.02% |
+88
| New | +$48.1K |
|
496
Waste Management
WM
$88.2B
| $47.8K | 0.02% |
+305
| New | +$47.8K |
|
497
Aon
AON
$79B
| $47.7K | 0.02% |
+159
| New | +$47.7K |
|
498
CSX Corp
CSX
$60.5B
| $47.7K | 0.02% |
+1,540
| New | +$47.7K |
|
499
T-Mobile US
TMUS
$273B
| $47.6K | 0.02% |
+340
| New | +$47.6K |
|
500
Synopsys
SNPS
$112B
| $47.6K | 0.02% |
+149
| New | +$47.6K |
|