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
701
$36K 0.01%
3,747
+1,166
702
$35.8K 0.01%
+432
703
$35.8K 0.01%
285
+233
704
$35.8K 0.01%
520
+499
705
$35.8K 0.01%
341
+130
706
$35.6K 0.01%
215
+41
707
$35.5K 0.01%
803
708
$35.4K 0.01%
501
-45
709
$35.3K 0.01%
309
710
$35.2K 0.01%
321
+258
711
$35.1K 0.01%
1,517
+484
712
$35.1K 0.01%
654
713
$35K 0.01%
609
-10
714
$34.9K 0.01%
849
-408
715
$34.9K 0.01%
722
+500
716
$34.6K 0.01%
376
+11
717
$34.6K 0.01%
2,982
+2,167
718
$34.5K 0.01%
366
-143
719
$34.5K 0.01%
+747
720
$34.5K 0.01%
132
-3
721
$34.4K 0.01%
287
-8
722
$34.3K 0.01%
168
-10
723
$34.3K 0.01%
365
-32
724
$34.2K 0.01%
366
+293
725
$34K 0.01%
+415
27 28
29
30 31