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
951
$23.6K 0.01%
694
+117
952
$23.6K 0.01%
596
+2
953
$23.5K 0.01%
1,305
+90
954
$23.4K 0.01%
104
+1
955
$23.3K 0.01%
385
+113
956
$23.2K 0.01%
1,009
957
$23.1K 0.01%
49
-7
958
$22.6K ﹤0.01%
96
+15
959
$22.6K ﹤0.01%
75
960
$22.6K ﹤0.01%
536
961
$22.5K ﹤0.01%
1,466
+130
962
$22.4K ﹤0.01%
499
+34
963
$22.3K ﹤0.01%
164
+10
964
$22.2K ﹤0.01%
832
+166
965
$22.2K ﹤0.01%
1,500
966
$22.2K ﹤0.01%
2,189
+35
967
$22.1K ﹤0.01%
521
-12
968
$22K ﹤0.01%
2,868
+1,843
969
$22K ﹤0.01%
350
970
$21.9K ﹤0.01%
682
+4
971
$21.8K ﹤0.01%
432
972
$21.8K ﹤0.01%
138
+8
973
$21.7K ﹤0.01%
562
+26
974
$21.6K ﹤0.01%
268
+120
975
$21.6K ﹤0.01%
536
+388
37 38
39
40 41