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
651
$42.5K 0.01%
827
+457
652
$42.3K 0.01%
1,199
+697
653
$42.2K 0.01%
33
+5
654
$42K 0.01%
2,172
-1,669
655
$41.7K 0.01%
2,140
+1
656
$41.5K 0.01%
660
+160
657
$41.3K 0.01%
414
+324
658
$41.3K 0.01%
2,354
+2,275
659
$41.3K 0.01%
570
-407
660
$41.2K 0.01%
1,087
+225
661
$41.1K 0.01%
452
-24
662
$41.1K 0.01%
+304
663
$41K 0.01%
712
-10
664
$40.7K 0.01%
2,554
665
$40.6K 0.01%
852
666
$40.4K 0.01%
1,121
+23
667
$40.4K 0.01%
835
+378
668
$40.3K 0.01%
690
+576
669
$40.3K 0.01%
664
+112
670
$40.1K 0.01%
215
+129
671
$40.1K 0.01%
+543
672
$40.1K 0.01%
+1,496
673
$39.8K 0.01%
599
+66
674
$39.7K 0.01%
4,824
+196
675
$39.6K 0.01%
293
+8
25 26
27
28 29