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
801
$27.6K 0.01%
390
+227
802
$27.5K 0.01%
877
-1
803
$27.2K 0.01%
518
+144
804
$27.2K 0.01%
290
-504
805
$27.1K 0.01%
210
+29
806
$27.1K 0.01%
850
+588
807
$27.1K 0.01%
+336
808
$27K 0.01%
717
+35
809
$27K 0.01%
273
+21
810
$26.8K 0.01%
1,114
+2
811
$26.8K 0.01%
+555
812
$26.8K 0.01%
+2,335
813
$26.6K 0.01%
1,025
+3
814
$26.6K 0.01%
756
815
$26.6K 0.01%
489
+54
816
$26.6K 0.01%
1,043
+1,039
817
$26.6K 0.01%
368
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818
$26.6K 0.01%
328
+27
819
$26.5K 0.01%
773
-155
820
$26.3K 0.01%
321
-11
821
$26.2K 0.01%
102
-6
822
$26.2K 0.01%
1,341
+647
823
$26K 0.01%
587
+46
824
$25.7K 0.01%
259
+6
825
$25.7K 0.01%
356
+346
31 32
33
34 35