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
626
$57.6K 0.01%
5,343
+1,375
627
$57.4K 0.01%
682
+230
628
$57.3K 0.01%
1,008
+280
629
$57.1K 0.01%
1,102
+542
630
$57K 0.01%
413
+226
631
$56.7K 0.01%
2,465
-57
632
$56.7K 0.01%
717
+5
633
$56.5K 0.01%
2,020
-549
634
$56.2K 0.01%
2,444
+1,035
635
$55.9K 0.01%
1,172
+26
636
$55.1K 0.01%
398
+229
637
$55.1K 0.01%
681
+196
638
$55K 0.01%
2,248
+1,866
639
$54.9K 0.01%
3,289
+3,279
640
$54.6K 0.01%
4,087
+4,038
641
$54.6K 0.01%
2,000
642
$54.5K 0.01%
20
+1
643
$54.5K 0.01%
781
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644
$54.1K 0.01%
536
-578
645
$54K 0.01%
1,185
+263
646
$53.7K 0.01%
157
647
$53.6K 0.01%
1,571
-66
648
$53.4K 0.01%
1,874
+405
649
$53K 0.01%
748
-41
650
$52.9K 0.01%
518
+172
24 25
26
27 28