FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
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
+$4.78M
2
+$3.77M
3
+$3.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.01M

Top Sells

1
+$4.3M
2
+$3.27M
3
+$2.44M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$797K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$656K

Sector Composition

1 Technology 6.63%
2 Financials 6.57%
3 Healthcare 4.24%
4 Energy 3.32%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$72K 0.02%
+2,152
502
$71.7K 0.02%
987
-6,423
503
$71.5K 0.02%
2,569
-385
504
$71.1K 0.02%
1,507
-103
505
$70.9K 0.02%
644
+110
506
$70.9K 0.02%
1,399
-175
507
$70.8K 0.02%
1,401
+524
508
$70.6K 0.02%
+2,058
509
$70.4K 0.02%
1,697
+438
510
$70.3K 0.02%
3,053
+2,849
511
$69.7K 0.02%
3,030
512
$69.4K 0.02%
419
-50
513
$69.3K 0.02%
429
+45
514
$69.2K 0.02%
744
+496
515
$69K 0.02%
447
+382
516
$68.5K 0.02%
1,173
-20
517
$68.2K 0.02%
1,390
+218
518
$68K 0.02%
3,812
519
$68K 0.02%
518
-29
520
$67.3K 0.02%
2,367
+2,058
521
$67.2K 0.02%
371
+88
522
$67K 0.02%
457
-62
523
$66.6K 0.02%
2,500
524
$66.6K 0.02%
1,558
+1,047
525
$66.1K 0.02%
561
-6
19 20
21
22 23