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
476
$95.4K 0.02%
2,030
+63
477
$95.3K 0.02%
314
+8
478
$95.2K 0.02%
553
+20
479
$95.1K 0.02%
334
+145
480
$95.1K 0.02%
1,457
+177
481
$95K 0.02%
3,396
+2,909
482
$94.6K 0.02%
662
+50
483
$94.5K 0.02%
537
+90
484
$93.9K 0.02%
+8,112
485
$93.6K 0.02%
2,102
+268
486
$93.1K 0.02%
323
+119
487
$93K 0.02%
4,000
488
$92.8K 0.02%
554
+125
489
$92.7K 0.02%
723
-238
490
$92.6K 0.02%
661
+143
491
$92.6K 0.02%
4,824
-768
492
$92.3K 0.02%
375
+25
493
$92.3K 0.02%
3,693
+3,673
494
$92K 0.02%
3,559
+2,770
495
$91.9K 0.02%
844
+5
496
$91.8K 0.02%
3,051
+305
497
$91.5K 0.02%
803
-84
498
$90.9K 0.02%
1,126
+5
499
$90.8K 0.02%
6,750
500
$89.8K 0.02%
36
+5
18 19
20
21 22