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
526
$80.5K 0.02%
+1,665
527
$80.5K 0.02%
691
-64
528
$80.4K 0.02%
1,636
+246
529
$80.1K 0.02%
896
530
$79.9K 0.02%
226
+115
531
$79.3K 0.02%
479
+22
532
$79.2K 0.02%
182
+42
533
$79.1K 0.02%
1,139
+569
534
$78.9K 0.02%
942
+184
535
$78.5K 0.02%
1,651
-553
536
$78.3K 0.02%
1,361
+129
537
$78K 0.02%
467
+58
538
$78K 0.02%
2,634
-1,618
539
$77.7K 0.02%
+4,380
540
$77.6K 0.02%
641
-3
541
$77.4K 0.02%
716
-509
542
$77.2K 0.02%
1,210
+115
543
$77.2K 0.02%
1,552
544
$77K 0.02%
999
+22
545
$76.7K 0.02%
344
+10
546
$76.7K 0.02%
848
+21
547
$76.3K 0.02%
1,299
+10
548
$76.1K 0.02%
1,227
549
$75.9K 0.02%
3,210
+470
550
$74.2K 0.02%
2,152
20 21
22
23 24