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
676
$39.5K 0.01%
340
+202
677
$39.1K 0.01%
485
+115
678
$39.1K 0.01%
789
679
$39K 0.01%
1,214
680
$39K 0.01%
1,446
-62
681
$38.9K 0.01%
956
+551
682
$38.8K 0.01%
346
+117
683
$38.6K 0.01%
433
+401
684
$38.5K 0.01%
390
-57
685
$38.5K 0.01%
266
-74
686
$38.5K 0.01%
728
+186
687
$38.3K 0.01%
619
+292
688
$38.2K 0.01%
351
-10
689
$38.2K 0.01%
1,555
+87
690
$38.1K 0.01%
500
+470
691
$37.9K 0.01%
6,040
+4,400
692
$37.6K 0.01%
321
+264
693
$37.4K 0.01%
2,987
+744
694
$37.4K 0.01%
922
+543
695
$37.1K 0.01%
111
-21
696
$37K 0.01%
2,255
+205
697
$36.9K 0.01%
1,962
698
$36.6K 0.01%
673
+126
699
$36.4K 0.01%
274
+6
700
$36.2K 0.01%
49
-10
26 27
28
29 30