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
776
$29.8K 0.01%
440
+436
777
$29.3K 0.01%
677
+83
778
$29.3K 0.01%
415
-16
779
$29.1K 0.01%
781
-894
780
$29K 0.01%
464
+170
781
$28.9K 0.01%
466
-183
782
$28.6K 0.01%
+1,443
783
$28.6K 0.01%
1,043
-44
784
$28.6K 0.01%
764
785
$28.6K 0.01%
658
+202
786
$28.5K 0.01%
447
+2
787
$28.5K 0.01%
211
-6
788
$28.4K 0.01%
1,000
+872
789
$28.4K 0.01%
468
790
$28.3K 0.01%
+8,928
791
$28.3K 0.01%
351
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792
$28.2K 0.01%
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793
$28.2K 0.01%
1,604
+1,500
794
$28.1K 0.01%
39
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795
$28K 0.01%
189
+150
796
$28K 0.01%
733
-177
797
$27.9K 0.01%
+555
798
$27.8K 0.01%
4,000
-360
799
$27.8K 0.01%
351
-7
800
$27.6K 0.01%
1,109
+1,100
30 31
32
33 34