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
501
$89.6K 0.02%
+10,300
502
$88.3K 0.02%
1,501
+13
503
$87.7K 0.02%
1,530
+155
504
$86.8K 0.02%
227
+50
505
$86.4K 0.02%
2,354
506
$86.3K 0.02%
+3,500
507
$86K 0.02%
435
+24
508
$85.9K 0.02%
495
+124
509
$85.8K 0.02%
463
-86
510
$85.4K 0.02%
3,375
+441
511
$85.2K 0.02%
371
-396
512
$85.2K 0.02%
1,484
+368
513
$85K 0.02%
452
-1
514
$84.6K 0.02%
3,006
+2,800
515
$84.3K 0.02%
1,266
+44
516
$83.5K 0.02%
447
+28
517
$83.4K 0.02%
2,771
+163
518
$83K 0.02%
1,153
+63
519
$82.8K 0.02%
1,322
+143
520
$82.7K 0.02%
404
+8
521
$81.8K 0.02%
2,664
+58
522
$81.3K 0.02%
1,046
+25
523
$80.9K 0.02%
1,830
+50
524
$80.6K 0.02%
1,926
+229
525
$80.6K 0.02%
389
+93
19 20
21
22 23