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
726
$34K 0.01%
71
+13
727
$33.9K 0.01%
410
+75
728
$33.8K 0.01%
411
+49
729
$33.8K 0.01%
+247
730
$33.5K 0.01%
175
+9
731
$33.5K 0.01%
182
+2
732
$33.4K 0.01%
739
+728
733
$33.4K 0.01%
1,312
+492
734
$33.2K 0.01%
439
+3
735
$33.2K 0.01%
+374
736
$33.1K 0.01%
462
+34
737
$33K 0.01%
292
+8
738
$32.8K 0.01%
1,088
-79
739
$32.8K 0.01%
90
+34
740
$32.7K 0.01%
196
-308
741
$32.5K 0.01%
6,617
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742
$32.5K 0.01%
295
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743
$32.4K 0.01%
213
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744
$32.4K 0.01%
387
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745
$32.4K 0.01%
367
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746
$32.3K 0.01%
1,409
+490
747
$32.2K 0.01%
395
+47
748
$32.1K 0.01%
381
-26
749
$32K 0.01%
888
+800
750
$31.9K 0.01%
408
+48
28 29
30
31 32