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
626
$45.5K 0.01%
+180
627
$45.3K 0.01%
1,146
628
$45.1K 0.01%
823
+121
629
$44.9K 0.01%
3,558
+3,547
630
$44.8K 0.01%
1,036
+257
631
$44.7K 0.01%
+2,951
632
$44.4K 0.01%
3,968
+693
633
$44.3K 0.01%
1,594
+1
634
$44K 0.01%
580
-65
635
$44K 0.01%
756
+614
636
$43.8K 0.01%
470
+33
637
$43.3K 0.01%
140
+40
638
$43.3K 0.01%
259
-32
639
$43.3K 0.01%
765
-60
640
$43.2K 0.01%
1,329
+635
641
$43.2K 0.01%
137
-37
642
$43.2K 0.01%
431
-2,436
643
$43K 0.01%
565
+457
644
$42.9K 0.01%
844
+833
645
$42.7K 0.01%
712
646
$42.7K 0.01%
2,016
-881
647
$42.7K 0.01%
685
648
$42.7K 0.01%
+1,721
649
$42.7K 0.01%
249
+43
650
$42.6K 0.01%
+802
24 25
26
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