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
551
$74K 0.02%
+1,440
552
$73.3K 0.02%
183
-7
553
$73.2K 0.02%
1,550
+4
554
$73K 0.02%
563
-40
555
$72.6K 0.02%
310
+1
556
$72.4K 0.02%
1,900
+1,731
557
$71.6K 0.02%
610
+32
558
$71.2K 0.02%
303
+67
559
$71.1K 0.02%
1,477
-460
560
$71K 0.02%
505
-36
561
$70.8K 0.02%
2,500
562
$70.8K 0.02%
+6,950
563
$70.6K 0.02%
2,164
-1,485
564
$70.2K 0.02%
584
+119
565
$69.8K 0.02%
475
+115
566
$69.7K 0.02%
202
+1
567
$69.3K 0.02%
2,017
+1,363
568
$69.1K 0.02%
3,030
569
$69.1K 0.02%
2,367
570
$69.1K 0.02%
2,659
-1,784
571
$69K 0.02%
1,343
-56
572
$68.8K 0.02%
1,272
+108
573
$67.2K 0.01%
+2,363
574
$66.9K 0.01%
1,859
+58
575
$66.7K 0.01%
1,137
+364
21 22
23
24 25