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
526
$65.7K 0.02%
+200
527
$65.3K 0.02%
2,277
528
$64.7K 0.02%
2,740
+1,853
529
$64.6K 0.02%
309
+3
530
$64.3K 0.02%
465
+51
531
$64.2K 0.02%
332
+163
532
$64.2K 0.02%
1,214
-48
533
$64.2K 0.02%
1,021
+561
534
$64.1K 0.02%
1,003
+116
535
$63.9K 0.02%
758
+120
536
$63.5K 0.02%
260
+192
537
$63.5K 0.02%
409
+268
538
$63.4K 0.02%
201
+42
539
$63.2K 0.02%
+1,498
540
$63.1K 0.02%
676
+344
541
$62.9K 0.02%
1,801
+89
542
$62.6K 0.02%
532
+1
543
$62K 0.02%
1,232
+97
544
$61.9K 0.02%
47
+6
545
$61.7K 0.02%
789
-151
546
$61.5K 0.02%
2,048
+755
547
$61.3K 0.02%
177
-18
548
$60.8K 0.02%
+1,728
549
$60.6K 0.02%
246
+92
550
$60.6K 0.02%
269
+37
20 21
22
23 24