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
851
$30.9K 0.01%
116
+60
852
$30.8K 0.01%
752
853
$30.7K 0.01%
379
-16
854
$30.5K 0.01%
1,147
-696
855
$30.5K 0.01%
157
-175
856
$30.5K 0.01%
974
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857
$30.5K 0.01%
229
+226
858
$30.2K 0.01%
250
+104
859
$30.2K 0.01%
4,000
-1,000
860
$30.1K 0.01%
892
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861
$30K 0.01%
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862
$30K 0.01%
1,182
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863
$30K 0.01%
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864
$29.8K 0.01%
352
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865
$29.5K 0.01%
744
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866
$29.5K 0.01%
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$29.5K 0.01%
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54
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$29.1K 0.01%
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871
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468
872
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1,154
+722
873
$29K 0.01%
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874
$29K 0.01%
2,916
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875
$28.9K 0.01%
799
-530
33 34
35
36 37