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
751
$31.9K 0.01%
182
+3
752
$31.9K 0.01%
280
753
$31.9K 0.01%
267
+17
754
$31.8K 0.01%
323
+96
755
$31.5K 0.01%
144
+18
756
$31.5K 0.01%
226
+10
757
$31.3K 0.01%
560
+271
758
$31.1K 0.01%
369
+247
759
$30.9K 0.01%
394
+12
760
$30.9K 0.01%
+752
761
$30.8K 0.01%
797
+15
762
$30.7K 0.01%
500
763
$30.6K 0.01%
667
-61
764
$30.6K 0.01%
415
765
$30.6K 0.01%
56
+1
766
$30.5K 0.01%
765
+600
767
$30.5K 0.01%
+148
768
$30.4K 0.01%
1,753
+468
769
$30.4K 0.01%
816
770
$30.3K 0.01%
+1,492
771
$30.2K 0.01%
+496
772
$30.2K 0.01%
605
+282
773
$30.1K 0.01%
238
-403
774
$30K 0.01%
+401
775
$29.9K 0.01%
789
+752
29 30
31
32 33