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
876
$28.8K 0.01%
939
-104
877
$28.8K 0.01%
257
-269
878
$28.6K 0.01%
381
-34
879
$28.5K 0.01%
350
-1
880
$28.4K 0.01%
+593
881
$28.3K 0.01%
228
+32
882
$28.3K 0.01%
420
+72
883
$28.3K 0.01%
1,553
+950
884
$28.2K 0.01%
166
885
$28K 0.01%
282
+200
886
$28K 0.01%
877
887
$27.8K 0.01%
555
888
$27.7K 0.01%
102
889
$27.5K 0.01%
366
+15
890
$27.5K 0.01%
275
-156
891
$27.5K 0.01%
+1,127
892
$27.3K 0.01%
144
+4
893
$27.2K 0.01%
733
894
$27.1K 0.01%
120
-189
895
$27.1K 0.01%
929
-778
896
$27K 0.01%
515
+80
897
$27K 0.01%
21
+2
898
$26.9K 0.01%
448
+109
899
$26.9K 0.01%
739
+730
900
$26.8K 0.01%
315
-14
34 35
36
37 38