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
951
$17.1K 0.01%
195
+33
952
$17.1K 0.01%
166
953
$17K 0.01%
666
+13
954
$17K 0.01%
488
955
$16.9K 0.01%
99
+48
956
$16.9K ﹤0.01%
177
+6
957
$16.7K ﹤0.01%
55
-26
958
$16.7K ﹤0.01%
3
+1
959
$16.6K ﹤0.01%
131
+3
960
$16.5K ﹤0.01%
130
+11
961
$16.5K ﹤0.01%
178
-50
962
$16.4K ﹤0.01%
42
+1
963
$16.4K ﹤0.01%
298
+250
964
$16.3K ﹤0.01%
466
-82
965
$16.3K ﹤0.01%
641
+11
966
$16.3K ﹤0.01%
1,050
967
$16.2K ﹤0.01%
146
+4
968
$16.1K ﹤0.01%
205
+52
969
$16K ﹤0.01%
121
-8
970
$15.9K ﹤0.01%
216
+13
971
$15.8K ﹤0.01%
716
-25
972
$15.8K ﹤0.01%
895
+550
973
$15.8K ﹤0.01%
74
-50
974
$15.8K ﹤0.01%
412
-149
975
$15.6K ﹤0.01%
328
+4
37 38
39
40 41