FFA
Farther Finance Advisors Portfolio holdings
AUM
$4.99B
1-Year Return
14.78%
This Quarter Return
+8.51%
1 Year Return
+14.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
–
Cap. Flow
+$258M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.56%
Holding
2,201
New
2,170
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$16.7M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$12.7M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$9.58M |
| 4 |
Chevron
CVX
|
+$7.98M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$7.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.97% |
| 2 | Technology | 5.37% |
| 3 | Healthcare | 4.55% |
| 4 | Energy | 4.15% |
| 5 | Consumer Discretionary | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Ametek
AME
$44.1B
| $14.7K | 0.01% |
+105
| New | +$14.7K |
|
827
Evergy
EVRG
$16.6B
| $14.6K | 0.01% |
+232
| New | +$14.6K |
|
828
Dollar Tree
DLTR
$20.4B
| $14.6K | 0.01% |
+103
| New | +$14.6K |
|
829
iShares Russell 1000 Growth ETF
IWF
$120B
| $14.6K | 0.01% |
+68
| New | +$14.6K |
|
830
Bruker
BRKR
$4.83B
| $14.5K | 0.01% |
+212
| New | +$14.5K |
|
831
Avery Dennison
AVY
$13.1B
| $14.5K | 0.01% |
+80
| New | +$14.5K |
|
832
Voya Financial
VOYA
$7.37B
| $14.5K | 0.01% |
+235
| New | +$14.5K |
|
833
iShares MSCI EAFE ETF
EFA
$67.3B
| $14.4K | 0.01% |
+220
| New | +$14.4K |
|
834
Vanguard Utilities ETF
VPU
$7.31B
| $14.4K | 0.01% |
+94
| New | +$14.4K |
|
835
Polaris
PII
$3.39B
| $14.3K | 0.01% |
+142
| New | +$14.3K |
|
836
Hubbell
HUBB
$23.7B
| $14.3K | 0.01% |
+61
| New | +$14.3K |
|
837
Copart
CPRT
$47.3B
| $14.3K | 0.01% |
+470
| New | +$14.3K |
|
838
Yum China
YUMC
$16.4B
| $14.2K | 0.01% |
+259
| New | +$14.2K |
|
839
LKQ Corp
LKQ
$8.42B
| $14.2K | 0.01% |
+265
| New | +$14.2K |
|
840
Houlihan Lokey
HLI
$14.5B
| $14.1K | 0.01% |
+162
| New | +$14.1K |
|
841
Toyota
TM
$257B
| $14.1K | 0.01% |
+103
| New | +$14.1K |
|
842
Etsy
ETSY
$5.98B
| $14K | 0.01% |
+117
| New | +$14K |
|
843
Bath & Body Works
BBWI
$5.7B
| $13.9K | 0.01% |
+331
| New | +$13.9K |
|
844
Crocs
CROX
$4.43B
| $13.9K | 0.01% |
+128
| New | +$13.9K |
|
845
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $13.9K | 0.01% |
+810
| New | +$13.9K |
|
846
Macy's
M
$4.66B
| $13.9K | 0.01% |
+671
| New | +$13.9K |
|
847
Loews
L
$20.2B
| $13.8K | 0.01% |
+236
| New | +$13.8K |
|
848
Zoom
ZM
$25.3B
| $13.8K | 0.01% |
+203
| New | +$13.8K |
|
849
Extra Space Storage
EXR
$31.3B
| $13.7K | 0.01% |
+93
| New | +$13.7K |
|
850
Blackstone
BX
$144B
| $13.7K | 0.01% |
+184
| New | +$13.7K |
|