FFA

Farther Finance Advisors Portfolio holdings

AUM $4.99B
1-Year Return 14.78%
This Quarter Return
+9.64%
1 Year Return
+14.78%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.39B
AUM Growth
+$753M
Cap. Flow
+$697M
Cap. Flow %
50.13%
Top 10 Hldgs %
30.1%
Holding
3,657
New
1,025
Increased
1,766
Reduced
404
Closed
102

Sector Composition

1 Technology 11.42%
2 Financials 4.56%
3 Healthcare 3.91%
4 Consumer Discretionary 3.2%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SJNK icon
601
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$173K 0.01%
6,870
-2,156
-24% -$54.2K
FNX icon
602
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.17B
$173K 0.01%
1,653
-1,142
-41% -$119K
AIG icon
603
American International
AIG
$43.2B
$172K 0.01%
2,544
+996
+64% +$67.5K
VWOB icon
604
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.6B
$172K 0.01%
2,700
-116
-4% -$7.39K
JULW icon
605
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
$317M
$172K 0.01%
5,500
BK icon
606
Bank of New York Mellon
BK
$73.3B
$170K 0.01%
3,275
+756
+30% +$39.4K
TM icon
607
Toyota
TM
$257B
$169K 0.01%
919
+656
+249% +$120K
BF.A icon
608
Brown-Forman Class A
BF.A
$13.2B
$168K 0.01%
2,827
+22
+0.8% +$1.31K
AMP icon
609
Ameriprise Financial
AMP
$46.4B
$168K 0.01%
443
+247
+126% +$93.9K
PDO
610
PIMCO Dynamic Income Opportunities Fund
PDO
$1.79B
$168K 0.01%
+13,750
New +$168K
EQNR icon
611
Equinor
EQNR
$62.9B
$168K 0.01%
5,301
+322
+6% +$10.2K
A icon
612
Agilent Technologies
A
$35.2B
$167K 0.01%
1,203
+599
+99% +$83.3K
INST
613
DELISTED
Instructure Holdings, Inc.
INST
$167K 0.01%
+6,194
New +$167K
FDX icon
614
FedEx
FDX
$53.3B
$167K 0.01%
661
+377
+133% +$95.4K
DGS icon
615
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
$167K 0.01%
3,340
+349
+12% +$17.4K
DXCM icon
616
DexCom
DXCM
$29.8B
$167K 0.01%
1,342
+859
+178% +$107K
DOC icon
617
Healthpeak Properties
DOC
$12.5B
$166K 0.01%
8,408
+6,983
+490% +$138K
EMQQ icon
618
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$389M
$166K 0.01%
5,378
+4,164
+343% +$128K
FDIF icon
619
Fidelity Disruptors ETF
FDIF
$97.4M
$165K 0.01%
6,241
-1,861
-23% -$49.3K
FI icon
620
Fiserv
FI
$71.8B
$165K 0.01%
1,239
+762
+160% +$101K
DRIV icon
621
Global X Autonomous & Electric Vehicles ETF
DRIV
$337M
$164K 0.01%
+6,667
New +$164K
LH icon
622
Labcorp
LH
$22.7B
$163K 0.01%
719
+39
+6% +$8.86K
PEG icon
623
Public Service Enterprise Group
PEG
$40.8B
$162K 0.01%
2,657
+924
+53% +$56.5K
PGR icon
624
Progressive
PGR
$144B
$162K 0.01%
1,020
+395
+63% +$62.9K
WSBF icon
625
Waterstone Financial
WSBF
$275M
$162K 0.01%
11,399
+1,399
+14% +$19.9K