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
476
$78.9K 0.02%
190
-26
477
$78K 0.02%
1,280
-3
478
$77.6K 0.02%
1,900
+12
479
$77.4K 0.02%
577
+12
480
$77K 0.02%
2,204
+825
481
$76.9K 0.02%
301
+54
482
$76.5K 0.02%
541
+96
483
$76.5K 0.02%
2,606
+86
484
$76.2K 0.02%
896
485
$76.2K 0.02%
31
486
$76K 0.02%
1,090
+58
487
$75.5K 0.02%
411
+317
488
$75.5K 0.02%
250
+2
489
$75.4K 0.02%
453
+147
490
$75.1K 0.02%
1,095
+795
491
$74.8K 0.02%
1,292
+93
492
$73.9K 0.02%
+2,934
493
$73.8K 0.02%
334
-27
494
$73.6K 0.02%
1,179
+69
495
$73.6K 0.02%
1,552
496
$73.5K 0.02%
1,227
+963
497
$73.4K 0.02%
977
-255
498
$73K 0.02%
1,058
+35
499
$72.6K 0.02%
603
-108
500
$72.4K 0.02%
3,000
+2,988
18 19
20
21 22