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
751
$249K 0.01%
14,494
+14,483
752
$249K 0.01%
7,412
+2,532
753
$247K 0.01%
5,154
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$247K 0.01%
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$246K 0.01%
1,213
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$244K 0.01%
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$244K 0.01%
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$243K 0.01%
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$243K 0.01%
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$242K 0.01%
5,036
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$242K 0.01%
10,924
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$241K 0.01%
8,123
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766
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6,672
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$239K 0.01%
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$238K 0.01%
3,472
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$238K 0.01%
1,290
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$236K 0.01%
1,792
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775
$234K 0.01%
3,154
+528