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
676
$49.5K 0.01%
1,210
+999
677
$49.4K 0.01%
895
678
$49.4K 0.01%
446
-10
679
$49.1K 0.01%
2,158
-14
680
$49.1K 0.01%
690
681
$49.1K 0.01%
745
+479
682
$48.6K 0.01%
1,099
-115
683
$48.5K 0.01%
1,651
+1,331
684
$48.3K 0.01%
1,355
-30
685
$48.1K 0.01%
879
+206
686
$48K 0.01%
583
+193
687
$47.9K 0.01%
4,000
+2,000
688
$47.8K 0.01%
+2,025
689
$47.7K 0.01%
1,113
-820
690
$47.5K 0.01%
53
+4
691
$47.4K 0.01%
+746
692
$47.2K 0.01%
1,096
+60
693
$47.2K 0.01%
+6,300
694
$47.1K 0.01%
1,010
-497
695
$47.1K 0.01%
423
+251
696
$46.9K 0.01%
914
697
$46.9K 0.01%
614
-373
698
$46.8K 0.01%
432
+377
699
$46.5K 0.01%
670
+255
700
$46.4K 0.01%
1,213
+424
26 27
28
29 30