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
551
$60.4K 0.02%
2,522
-32
552
$60.3K 0.02%
+3,168
553
$60K 0.02%
659
554
$60K 0.02%
1,432
+43
555
$60K 0.02%
88
556
$59.8K 0.02%
1,219
+707
557
$59.6K 0.02%
1,683
558
$59.5K 0.02%
1,021
+6
559
$59.4K 0.02%
879
+515
560
$59.3K 0.02%
+3,000
561
$59.3K 0.02%
309
-43
562
$58.6K 0.02%
1,321
+126
563
$58.4K 0.02%
+1,047
564
$58.3K 0.02%
387
-108
565
$58.3K 0.02%
296
+4
566
$58.2K 0.02%
1,164
-27
567
$58.1K 0.02%
1,271
+547
568
$58.1K 0.02%
435
+431
569
$58K 0.02%
1,928
570
$57K 0.02%
133
-7
571
$57K 0.02%
144
-9
572
$56.2K 0.02%
+2,616
573
$56.2K 0.02%
157
574
$56K 0.02%
505
-41
575
$55.8K 0.02%
526
+277
21 22
23
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