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
776
$36.1K 0.01%
328
+211
777
$36.1K 0.01%
849
+331
778
$36K 0.01%
1,605
-1,563
779
$35.9K 0.01%
250
+24
780
$35.7K 0.01%
390
-4
781
$35.7K 0.01%
1,240
+1,239
782
$35.6K 0.01%
1,214
783
$35.6K 0.01%
397
+10
784
$35.5K 0.01%
373
+7
785
$35.5K 0.01%
433
+25
786
$35.4K 0.01%
385
+20
787
$35.3K 0.01%
1,156
+960
788
$34.8K 0.01%
1,412
+960
789
$34.8K 0.01%
+5,569
790
$34.7K 0.01%
247
791
$34.6K 0.01%
512
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$34.5K 0.01%
1,417
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793
$34.5K 0.01%
1,450
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794
$34.4K 0.01%
316
-25
795
$34.2K 0.01%
1,479
+1,004
796
$34.1K 0.01%
403
+22
797
$34.1K 0.01%
592
-232
798
$34.1K 0.01%
+605
799
$34.1K 0.01%
1,604
800
$34K 0.01%
+1,040
30 31
32
33 34