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
76
$918K 0.27%
8,703
+277
77
$904K 0.26%
11,727
+9,381
78
$893K 0.26%
+14,892
79
$871K 0.25%
6,306
+345
80
$869K 0.25%
8,298
-856
81
$867K 0.25%
21,465
+16,135
82
$858K 0.25%
36,572
-7,736
83
$852K 0.25%
11,879
-1,743
84
$843K 0.25%
3,979
+899
85
$831K 0.24%
11,395
-5,004
86
$821K 0.24%
21,105
+13,454
87
$802K 0.23%
11,994
-1,331
88
$776K 0.23%
27,940
+2,160
89
$759K 0.22%
433,918
+58,544
90
$740K 0.22%
29,678
+10,048
91
$737K 0.22%
45,738
+6,678
92
$715K 0.21%
3,581
+2,311
93
$706K 0.21%
1,725
+569
94
$703K 0.21%
13,455
+568
95
$702K 0.21%
1,413
+227
96
$697K 0.2%
1,581
+1,487
97
$695K 0.2%
+21,650
98
$667K 0.2%
+9,066
99
$659K 0.19%
25,865
+4,248
100
$655K 0.19%
15,140
-8,282
2 3
4
5 6