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
801
$34K 0.01%
188
+6
802
$33.9K 0.01%
664
+419
803
$33.8K 0.01%
200
-59
804
$33.7K 0.01%
1,792
+669
805
$33.7K 0.01%
305
-140
806
$33.7K 0.01%
288
+15
807
$33.6K 0.01%
213
808
$33.6K 0.01%
242
-24
809
$33.6K 0.01%
520
810
$33.4K 0.01%
1,312
811
$33.4K 0.01%
940
+143
812
$33.4K 0.01%
1,295
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813
$33.3K 0.01%
1,266
+471
814
$33.2K 0.01%
616
+127
815
$33K 0.01%
1,021
+21
816
$32.9K 0.01%
42
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817
$32.8K 0.01%
429
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818
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228
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$32.6K 0.01%
425
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820
$32.6K 0.01%
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821
$32.6K 0.01%
213
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$32.6K 0.01%
289
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823
$32.6K 0.01%
1,482
-652
824
$32.6K 0.01%
1,191
+279
825
$32.6K 0.01%
238
31 32
33
34 35