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
701
$46.4K 0.01%
614
+15
702
$46.2K 0.01%
4,765
-3,487
703
$45.9K 0.01%
435
-679
704
$45.9K 0.01%
720
-45
705
$45.7K 0.01%
757
+45
706
$45.6K 0.01%
262
-88
707
$45.5K 0.01%
696
-264
708
$45.5K 0.01%
4,556
+809
709
$45.4K 0.01%
2,554
710
$45.2K 0.01%
1,297
711
$45.2K 0.01%
433
-400
712
$45.1K 0.01%
4,869
+45
713
$45K 0.01%
1,780
+225
714
$44.8K 0.01%
339
-9
715
$44.7K 0.01%
670
-15
716
$44.6K 0.01%
257
+8
717
$44.6K 0.01%
2,656
-345
718
$44.3K 0.01%
337
+44
719
$44.3K 0.01%
953
+720
720
$44.2K 0.01%
344
+4
721
$44.1K 0.01%
1,073
+223
722
$44K 0.01%
165
+25
723
$44K 0.01%
1,828
+1,579
724
$43.9K 0.01%
1,397
-102
725
$43.6K 0.01%
+927
27 28
29
30 31