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
576
$55.7K 0.02%
2,066
-450
577
$55.5K 0.02%
1,116
+387
578
$54.9K 0.02%
179
+115
579
$54.3K 0.02%
2,338
+936
580
$54.3K 0.02%
960
-18
581
$54.2K 0.02%
900
-196
582
$54.2K 0.02%
1,297
+1,293
583
$54.1K 0.02%
140
-9
584
$53.8K 0.02%
456
-54
585
$53.5K 0.02%
254
+29
586
$53.2K 0.02%
233
-8
587
$52.9K 0.02%
350
+276
588
$52.7K 0.02%
2,000
589
$52.6K 0.02%
158
+44
590
$52.5K 0.02%
189
+14
591
$51.8K 0.02%
522
-614
592
$51.8K 0.02%
1,518
+199
593
$51.4K 0.02%
536
+379
594
$50.9K 0.01%
19
-8
595
$50.8K 0.01%
1,843
-3,444
596
$50.8K 0.01%
1,469
+215
597
$50.4K 0.01%
204
+17
598
$50.4K 0.01%
1,017
+493
599
$50.3K 0.01%
1,707
+1,269
600
$49.9K 0.01%
933
-1,364
22 23
24
25 26