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
851
$23.3K 0.01%
465
-110
852
$23.2K 0.01%
435
+338
853
$23.2K 0.01%
73
+44
854
$22.9K 0.01%
500
-84
855
$22.8K 0.01%
+569
856
$22.8K 0.01%
533
+127
857
$22.7K 0.01%
196
+60
858
$22.6K 0.01%
223
+1
859
$22.6K 0.01%
+1,952
860
$22.6K 0.01%
418
+8
861
$22.5K 0.01%
357
-26
862
$22.5K 0.01%
298
+40
863
$22.5K 0.01%
184
+3
864
$22.3K 0.01%
169
-14
865
$22.3K 0.01%
+654
866
$22.2K 0.01%
178
+30
867
$22.2K 0.01%
62
+15
868
$22.1K 0.01%
432
-371
869
$22.1K 0.01%
1,725
+1,000
870
$22K 0.01%
678
+13
871
$22K 0.01%
1,215
+935
872
$22K 0.01%
348
+113
873
$21.9K 0.01%
339
+311
874
$21.8K 0.01%
+391
875
$21.7K 0.01%
2,154
+2,054
33 34
35
36 37