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
51
$1.74M 0.38%
64,951
+16,804
52
$1.74M 0.38%
23,931
+10,472
53
$1.72M 0.38%
30,610
+804
54
$1.71M 0.37%
3,554
+247
55
$1.68M 0.37%
11,099
+2,497
56
$1.67M 0.36%
3,551
+2,819
57
$1.58M 0.34%
9,526
+1,846
58
$1.56M 0.34%
20,152
-819
59
$1.53M 0.33%
4,952
+321
60
$1.5M 0.33%
29,656
+9,727
61
$1.49M 0.33%
4,984
+3,678
62
$1.46M 0.32%
35,221
+20,242
63
$1.45M 0.32%
53,223
+27,358
64
$1.41M 0.31%
26,987
+7,723
65
$1.4M 0.31%
36,135
+35,950
66
$1.39M 0.3%
54,235
+24,557
67
$1.39M 0.3%
30,011
+1,701
68
$1.38M 0.3%
32,590
+4,650
69
$1.35M 0.3%
23,460
+1,233
70
$1.32M 0.29%
57,696
+57,690
71
$1.3M 0.28%
13,830
-1,425
72
$1.27M 0.28%
7,834
-157
73
$1.26M 0.27%
19,653
+15,036
74
$1.25M 0.27%
24,928
+6,681
75
$1.22M 0.27%
4,234
+255
1 2
3
4 5