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
751
$38.3K 0.01%
101
+30
752
$38.2K 0.01%
472
+10
753
$38.1K 0.01%
275
+1
754
$38K 0.01%
623
+198
755
$37.9K 0.01%
+6,218
756
$37.8K 0.01%
465
+50
757
$37.8K 0.01%
874
+351
758
$37.7K 0.01%
644
-10
759
$37.6K 0.01%
162
+30
760
$37.6K 0.01%
568
-12
761
$37.5K 0.01%
150
+76
762
$37.5K 0.01%
99
+9
763
$37.2K 0.01%
728
+346
764
$37.2K 0.01%
384
-6
765
$37K 0.01%
+1,338
766
$37K 0.01%
1,572
-766
767
$36.8K 0.01%
1,930
-219
768
$36.8K 0.01%
297
+10
769
$36.8K 0.01%
1,097
+9
770
$36.7K 0.01%
433
771
$36.5K 0.01%
1,365
-81
772
$36.3K 0.01%
609
773
$36.2K 0.01%
407
+38
774
$36.2K 0.01%
586
-839
775
$36.1K 0.01%
844
+41
29 30
31
32 33