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
926
$18.8K 0.01%
81
-70
927
$18.8K 0.01%
185
+1
928
$18.6K 0.01%
+229
929
$18.5K 0.01%
172
+47
930
$18.5K 0.01%
19
-3
931
$18.4K 0.01%
89
+14
932
$18.4K 0.01%
461
-34
933
$18.3K 0.01%
815
-498
934
$17.9K 0.01%
380
+91
935
$17.9K 0.01%
153
936
$17.8K 0.01%
52
937
$17.7K 0.01%
103
-29
938
$17.6K 0.01%
59
-8
939
$17.6K 0.01%
547
+64
940
$17.6K 0.01%
405
+28
941
$17.5K 0.01%
98
+18
942
$17.5K 0.01%
114
-41
943
$17.5K 0.01%
+77
944
$17.5K 0.01%
575
+55
945
$17.5K 0.01%
507
+145
946
$17.4K 0.01%
39
+19
947
$17.4K 0.01%
267
+26
948
$17.3K 0.01%
505
949
$17.2K 0.01%
+2,000
950
$17.1K 0.01%
239
+4
36 37
38
39 40