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
651
$52.8K 0.01%
+38
652
$52.5K 0.01%
830
-191
653
$52.4K 0.01%
630
+130
654
$52.2K 0.01%
255
+40
655
$52.2K 0.01%
178
+5
656
$52.1K 0.01%
307
+53
657
$52.1K 0.01%
+2,540
658
$52K 0.01%
477
-28
659
$51.9K 0.01%
214
+137
660
$51.5K 0.01%
913
+63
661
$51.5K 0.01%
835
-1,361
662
$51.2K 0.01%
1,330
+1,176
663
$51.2K 0.01%
37
+4
664
$51.1K 0.01%
546
665
$51.1K 0.01%
351
+141
666
$51.1K 0.01%
451
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667
$51K 0.01%
145
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668
$50.9K 0.01%
936
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669
$50.8K 0.01%
777
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670
$50.5K 0.01%
153
-5
671
$50.5K 0.01%
1,191
+533
672
$50.3K 0.01%
485
+15
673
$50.1K 0.01%
143
+2
674
$50.1K 0.01%
69
-19
675
$50K 0.01%
113
-5
25 26
27
28 29