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
901
$20.2K 0.01%
182
-40
902
$20.1K 0.01%
291
+107
903
$20.1K 0.01%
75
-122
904
$20K 0.01%
286
+1
905
$20K 0.01%
686
906
$20K 0.01%
536
+77
907
$20K 0.01%
294
+42
908
$20K 0.01%
382
-116
909
$19.9K 0.01%
216
+114
910
$19.8K 0.01%
1,109
-3,365
911
$19.7K 0.01%
500
912
$19.7K 0.01%
670
+250
913
$19.7K 0.01%
+261
914
$19.6K 0.01%
577
+10
915
$19.6K 0.01%
202
916
$19.6K 0.01%
536
+232
917
$19.5K 0.01%
100
-16
918
$19.4K 0.01%
624
919
$19.3K 0.01%
92
-32
920
$19.3K 0.01%
179
+4
921
$19.3K 0.01%
1,500
-120
922
$19.3K 0.01%
1,991
+968
923
$19.2K 0.01%
154
+7
924
$19K 0.01%
1,154
+179
925
$18.9K 0.01%
470
+58
35 36
37
38 39