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
901
$26.7K 0.01%
373
-506
902
$26.7K 0.01%
1,070
+120
903
$26.4K 0.01%
725
-56
904
$26.3K 0.01%
356
+169
905
$26.3K 0.01%
848
906
$26.2K 0.01%
464
+250
907
$26.2K 0.01%
616
-1,284
908
$26.1K 0.01%
1,109
909
$25.8K 0.01%
658
910
$25.8K 0.01%
412
-54
911
$25.7K 0.01%
624
912
$25.7K 0.01%
1,179
+444
913
$25.4K 0.01%
177
-1
914
$25.4K 0.01%
279
-7
915
$25.4K 0.01%
237
+71
916
$25.3K 0.01%
223
-62
917
$25.3K 0.01%
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-378
918
$25.2K 0.01%
218
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919
$25.2K 0.01%
269
920
$25.1K 0.01%
1,032
-2,713
921
$25.1K 0.01%
50
+2
922
$25K 0.01%
2,986
+1,321
923
$24.9K 0.01%
692
-25
924
$24.8K 0.01%
507
+481
925
$24.8K 0.01%
109
+20
35 36
37
38 39