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
826
$32.5K 0.01%
293
-28
827
$32.3K 0.01%
148
+4
828
$32.3K 0.01%
+1,860
829
$32.1K 0.01%
146
+16
830
$32K 0.01%
717
-5
831
$31.9K 0.01%
446
-612
832
$31.8K 0.01%
2,800
+1,675
833
$31.8K 0.01%
999
-122
834
$31.7K 0.01%
597
+30
835
$31.6K 0.01%
802
+37
836
$31.6K 0.01%
500
837
$31.4K 0.01%
160
-86
838
$31.4K 0.01%
714
-2,162
839
$31.3K 0.01%
412
+206
840
$31.3K 0.01%
525
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841
$31.3K 0.01%
733
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842
$31.2K 0.01%
285
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843
$31.2K 0.01%
212
-55
844
$31.2K 0.01%
426
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845
$31.1K 0.01%
609
-169
846
$31K 0.01%
474
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847
$31K 0.01%
1,950
+225
848
$30.9K 0.01%
564
-23
849
$30.9K 0.01%
417
+89
850
$30.9K 0.01%
298
+31
32 33
34
35 36