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
$2.06B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13M
3
+$11.3M
4
NVDA icon
NVIDIA
NVDA
+$10.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.91M

Top Sells

1
+$3.65M
2
+$2.6M
3
+$1.87M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.49M
5
BIBL icon
Inspire 100 ETF
BIBL
+$1.47M

Sector Composition

1 Technology 14.29%
2 Financials 4.7%
3 Healthcare 3.92%
4 Consumer Discretionary 3.57%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$337K 0.02%
6,759
+4,143
627
$336K 0.02%
6,273
+6,023
628
$334K 0.02%
11,644
+4,325
629
$334K 0.02%
12,952
-2,906
630
$334K 0.02%
700
+305
631
$333K 0.02%
8,007
+3,575
632
$333K 0.02%
13,227
633
$332K 0.02%
10,109
+7,620
634
$332K 0.02%
9,373
+2,057
635
$330K 0.02%
3,356
+703
636
$328K 0.02%
5,364
+5,357
637
$326K 0.02%
3,761
+3,632
638
$326K 0.02%
11,672
+9,996
639
$326K 0.02%
1,622
+1,610
640
$326K 0.02%
13,226
-1,122
641
$325K 0.02%
28,947
-66
642
$324K 0.02%
4,290
-467
643
$324K 0.02%
6,162
+5,677
644
$322K 0.02%
5,231
+305
645
$321K 0.02%
2,144
+145
646
$321K 0.02%
18,815
+285
647
$321K 0.02%
7,484
+42
648
$320K 0.02%
9,700
-3,002
649
$320K 0.02%
1,381
+22
650
$320K 0.02%
24,055
+8,803
24 25
26
27 28