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
601
$61.1K 0.01%
184
+5
602
$61K 0.01%
895
-5
603
$61K 0.01%
1,364
+43
604
$60.9K 0.01%
1,011
+961
605
$60.8K 0.01%
1,208
-1,846
606
$60.7K 0.01%
1,139
+316
607
$60.5K 0.01%
2,684
+2,091
608
$60K 0.01%
1,473
+41
609
$59.9K 0.01%
1,816
+1,163
610
$59.9K 0.01%
+2,794
611
$59.9K 0.01%
1,204
-67
612
$59.7K 0.01%
748
+205
613
$59.6K 0.01%
127
-67
614
$59.6K 0.01%
129
+63
615
$59.3K 0.01%
2,000
-277
616
$59.2K 0.01%
482
-79
617
$58.9K 0.01%
1,941
+423
618
$58.9K 0.01%
1,056
+212
619
$58.8K 0.01%
2,547
+1,030
620
$58.5K 0.01%
+3,451
621
$58.3K 0.01%
1,350
-417
622
$58.2K 0.01%
985
-189
623
$58K 0.01%
49
+2
624
$57.9K 0.01%
1,971
+475
625
$57.8K 0.01%
233
23 24
25
26 27