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
$2.06B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$13M
3 +$11.3M
4
NVDA icon
NVIDIA
NVDA
+$10.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.91M

Top Sells

1 +$3.65M
2 +$2.6M
3 +$1.87M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.49M
5
BIBL icon
Inspire 100 ETF
BIBL
+$1.47M

Sector Composition

1 Technology 14.29%
2 Financials 4.7%
3 Healthcare 3.92%
4 Consumer Discretionary 3.57%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7.06M 0.34%
160,928
+41,407
52
$7.04M 0.34%
118,841
+34,011
53
$6.97M 0.34%
35,147
-2,080
54
$6.91M 0.33%
176,758
+9,999
55
$6.71M 0.32%
115,670
+7,549
56
$6.7M 0.32%
41,166
+9,095
57
$6.69M 0.32%
45,657
+6,328
58
$6.61M 0.32%
114,472
+18,844
59
$6.59M 0.32%
73,068
+12,507
60
$6.53M 0.32%
19,420
+1,796
61
$6.47M 0.31%
56,305
+8,835
62
$6.44M 0.31%
39,230
+8,450
63
$6.38M 0.31%
35,314
-640
64
$6.27M 0.3%
272,219
+80,943
65
$6.18M 0.3%
24,676
+534
66
$6.03M 0.29%
12,199
+3,517
67
$5.93M 0.29%
7,012
+1,521
68
$5.85M 0.28%
48,969
-12,437
69
$5.75M 0.28%
18,991
+2,102
70
$5.55M 0.27%
26,453
+3,536
71
$5.46M 0.26%
54,740
+54,467
72
$5.44M 0.26%
67,430
-616
73
$5.4M 0.26%
12,345
+3,074
74
$5.24M 0.25%
28,764
+6,460
75
$5.17M 0.25%
14,050
+440