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
726
$43.6K 0.01%
1,647
+53
727
$43K 0.01%
2,031
+15
728
$42.8K 0.01%
454
+44
729
$42.4K 0.01%
393
+26
730
$41.8K 0.01%
3,599
+617
731
$41.7K 0.01%
789
732
$41.5K 0.01%
2,470
+215
733
$41.5K 0.01%
358
+7
734
$41.4K 0.01%
328
+36
735
$41K 0.01%
+1,000
736
$41K 0.01%
1,962
737
$40.8K 0.01%
1,252
-476
738
$40.4K 0.01%
343
+318
739
$39.7K 0.01%
1,673
+1,298
740
$39.7K 0.01%
202
+6
741
$39.6K 0.01%
600
+405
742
$39.5K 0.01%
1,205
+535
743
$39.4K 0.01%
659
-18
744
$39.2K 0.01%
5,800
-240
745
$39.2K 0.01%
443
+67
746
$39.1K 0.01%
166
+46
747
$39K 0.01%
+2,615
748
$38.8K 0.01%
+245
749
$38.7K 0.01%
404
-272
750
$38.5K 0.01%
+3,960
28 29
30
31 32