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
51
$1.29M 0.38%
58,812
-7,683
52
$1.28M 0.37%
8,602
+2,336
53
$1.28M 0.37%
28,310
+9,897
54
$1.28M 0.37%
48,147
+19,868
55
$1.23M 0.36%
11,851
+3,833
56
$1.23M 0.36%
7,991
+2,496
57
$1.23M 0.36%
10,720
+2,206
58
$1.19M 0.35%
7,680
+2,017
59
$1.12M 0.33%
45,777
-1,440
60
$1.1M 0.32%
19,329
+3,367
61
$1.07M 0.31%
10,040
+1,976
62
$1.04M 0.3%
+21,900
63
$1.02M 0.3%
17,497
+2,429
64
$1.01M 0.3%
4,484
+615
65
$1.01M 0.29%
19,929
+9,784
66
$1.01M 0.29%
22,418
-4,911
67
$998K 0.29%
10,837
+246
68
$994K 0.29%
13,459
+3,311
69
$970K 0.28%
39,880
-5,974
70
$956K 0.28%
9,889
-4,795
71
$928K 0.27%
19,264
+4,530
72
$925K 0.27%
22,201
-6,819
73
$924K 0.27%
18,247
+14,430
74
$921K 0.27%
29,259
+5,145
75
$920K 0.27%
28,988
-2,529
1 2
3
4 5