FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.32B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,597
New
Increased
Reduced
Closed

Top Buys

1 +$112M
2 +$72.5M
3 +$72.2M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$50.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$43.6M

Top Sells

1 +$4.75M
2 +$2.34M
3 +$2.26M
4
IXG icon
iShares Global Financials ETF
IXG
+$2.1M
5
EWO icon
iShares MSCI Austria ETF
EWO
+$2.1M

Sector Composition

1 Technology 11.41%
2 Financials 4.28%
3 Consumer Discretionary 3.75%
4 Communication Services 2.92%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CEMB icon
5176
iShares JPMorgan EM Corporate Bond ETF
CEMB
$390M
$183 ﹤0.01%
4
-1,000
PRCH icon
5177
Porch Group
PRCH
$857M
$183 ﹤0.01%
20
-241
EVCM icon
5178
EverCommerce
EVCM
$2.27B
$182 ﹤0.01%
15
-40
FDRV icon
5179
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$27.5M
$180 ﹤0.01%
+11
RBKB icon
5180
Rhinebeck Bancorp
RBKB
$137M
$180 ﹤0.01%
15
+1
TTEC icon
5181
TTEC Holdings
TTEC
$168M
$180 ﹤0.01%
50
FSBC icon
5182
Five Star Bancorp
FSBC
$817M
$179 ﹤0.01%
+5
GNE icon
5183
Genie Energy
GNE
$370M
$179 ﹤0.01%
13
-5
ORRF icon
5184
Orrstown Financial Services
ORRF
$706M
$177 ﹤0.01%
5
BCML icon
5185
BayCom
BCML
$318M
$176 ﹤0.01%
+6
OOMA icon
5186
Ooma
OOMA
$333M
$176 ﹤0.01%
15
+1
PMTS icon
5187
CPI Card Group
PMTS
$157M
$176 ﹤0.01%
+12
IRWD icon
5188
Ironwood Pharmaceuticals
IRWD
$851M
$175 ﹤0.01%
+52
CVKD icon
5189
Cadrenal Therapeutics
CVKD
$17M
$170 ﹤0.01%
25
CVV icon
5190
CVD Equipment Corp
CVV
$36.2M
$170 ﹤0.01%
+55
MBIN icon
5191
Merchants Bancorp
MBIN
$1.6B
$170 ﹤0.01%
5
+4
GME.WS
5192
GameStop Corp Warrants
GME.WS
$169 ﹤0.01%
+56
KINS icon
5193
Kingstone Companies
KINS
$216M
$168 ﹤0.01%
10
AREN icon
5194
Arena Group
AREN
$192M
$164 ﹤0.01%
41
-10
LTBR icon
5195
Lightbridge
LTBR
$570M
$164 ﹤0.01%
13
-3,147
ORIC icon
5196
Oric Pharmaceuticals
ORIC
$1.17B
$164 ﹤0.01%
+20
SFYX icon
5197
SoFi Next 500 ETF
SFYX
$27.6M
$164 ﹤0.01%
+10
VMD icon
5198
Viemed Healthcare
VMD
$278M
$163 ﹤0.01%
+22
DCTH icon
5199
Delcath Systems
DCTH
$365M
$162 ﹤0.01%
16
-196
OPTU
5200
Optimum Communications Inc
OPTU
$846M
$160 ﹤0.01%
+97