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
601
$49.5K 0.01%
173
+59
602
$49.4K 0.01%
360
+214
603
$49.3K 0.01%
1,385
+1,050
604
$49.2K 0.01%
2,149
-707
605
$49.1K 0.01%
4,330
+4,168
606
$49.1K 0.01%
123
+40
607
$49K 0.01%
1,906
608
$49K 0.01%
1,637
+97
609
$48.9K 0.01%
1,499
+1,013
610
$48.7K 0.01%
824
+2
611
$48.6K 0.01%
445
+58
612
$48.4K 0.01%
236
+50
613
$48.3K 0.01%
348
+20
614
$47.9K 0.01%
546
615
$47.8K 0.01%
3,001
+308
616
$47.6K 0.01%
5,000
617
$47.4K 0.01%
+914
618
$47.4K 0.01%
747
+452
619
$47K 0.01%
773
+10
620
$46.5K 0.01%
895
621
$46.2K 0.01%
778
-7
622
$45.9K 0.01%
141
-9
623
$45.9K 0.01%
2,134
+1,886
624
$45.9K 0.01%
850
-40
625
$45.5K 0.01%
118
-37
23 24
25
26 27