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
876
$21.7K 0.01%
153
+30
877
$21.5K 0.01%
437
-233
878
$21.5K 0.01%
843
879
$21.4K 0.01%
837
880
$21.3K 0.01%
350
881
$21.3K 0.01%
523
+259
882
$21.3K 0.01%
566
+159
883
$21.2K 0.01%
966
884
$21.2K 0.01%
795
885
$21.1K 0.01%
926
886
$21.1K 0.01%
158
+4
887
$21K 0.01%
129
+36
888
$21K 0.01%
811
889
$20.9K 0.01%
821
+9
890
$20.9K 0.01%
1,211
891
$20.8K 0.01%
+789
892
$20.8K 0.01%
190
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893
$20.7K 0.01%
379
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894
$20.7K 0.01%
653
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895
$20.5K 0.01%
41
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896
$20.4K 0.01%
154
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897
$20.4K 0.01%
+29
898
$20.4K 0.01%
+494
899
$20.3K 0.01%
500
-3
900
$20.2K 0.01%
374
+30
34 35
36
37 38