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
576
$66K 0.01%
124
-9
577
$65.9K 0.01%
1,868
+781
578
$65.9K 0.01%
148
+4
579
$65.9K 0.01%
653
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580
$65.7K 0.01%
1,163
-129
581
$65.7K 0.01%
1,928
582
$65.6K 0.01%
269
583
$65.4K 0.01%
696
+256
584
$64.8K 0.01%
387
585
$64.6K 0.01%
3,101
+1,348
586
$64.1K 0.01%
309
+141
587
$64K 0.01%
562
+239
588
$63.7K 0.01%
659
589
$63K 0.01%
996
+332
590
$62.6K 0.01%
+2,832
591
$62.5K 0.01%
2,118
+52
592
$62.4K 0.01%
277
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593
$62.3K 0.01%
1,498
594
$62.3K 0.01%
1,683
595
$61.9K 0.01%
654
+243
596
$61.8K 0.01%
4,542
+3,459
597
$61.7K 0.01%
200
598
$61.5K 0.01%
817
-1,056
599
$61.3K 0.01%
532
600
$61.3K 0.01%
483
-1,085
22 23
24
25 26