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
826
$25.5K 0.01%
912
+861
827
$25.4K 0.01%
658
828
$25.3K 0.01%
328
+181
829
$25.2K 0.01%
1,145
+165
830
$25.1K 0.01%
187
+6
831
$25.1K 0.01%
+370
832
$25K 0.01%
848
833
$24.9K 0.01%
437
+87
834
$24.9K 0.01%
130
+28
835
$24.8K 0.01%
166
+61
836
$24.8K 0.01%
705
-1,110
837
$24.6K 0.01%
172
838
$24.4K 0.01%
269
839
$24.3K 0.01%
120
+39
840
$24.1K 0.01%
700
-14
841
$24K 0.01%
48
+4
842
$23.8K 0.01%
567
+35
843
$23.6K 0.01%
1,272
+341
844
$23.5K 0.01%
140
+6
845
$23.5K 0.01%
425
+407
846
$23.4K 0.01%
66
+38
847
$23.4K 0.01%
594
-87
848
$23.4K 0.01%
209
-23
849
$23.4K 0.01%
+2,000
850
$23.3K 0.01%
1,009
-11
32 33
34
35 36