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
926
$24.8K 0.01%
4,000
927
$24.8K 0.01%
431
+13
928
$24.6K 0.01%
+1,442
929
$24.6K 0.01%
912
+91
930
$24.6K 0.01%
338
+40
931
$24.5K 0.01%
953
+138
932
$24.5K 0.01%
2,000
-1,558
933
$24.4K 0.01%
76
+21
934
$24.4K 0.01%
723
+157
935
$24.3K 0.01%
170
+16
936
$24.3K 0.01%
485
-916
937
$24.3K 0.01%
238
+15
938
$24.3K 0.01%
30
+1
939
$24.2K 0.01%
1,202
+57
940
$24K 0.01%
+250
941
$23.9K 0.01%
780
+16
942
$23.9K 0.01%
756
943
$23.8K 0.01%
328
944
$23.8K 0.01%
284
-281
945
$23.8K 0.01%
700
946
$23.7K 0.01%
391
947
$23.6K 0.01%
1,140
+26
948
$23.6K 0.01%
8,752
-34,371
949
$23.6K 0.01%
472
+167
950
$23.6K 0.01%
1,211
36 37
38
39 40