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
76
$1.19M 0.26%
25,620
+16,230
77
$1.16M 0.25%
11,117
+2,819
78
$1.13M 0.25%
50,409
-8,403
79
$1.11M 0.24%
2,482
-997
80
$1.11M 0.24%
2,493
+768
81
$1.1M 0.24%
10,722
+682
82
$1.1M 0.24%
7,757
+1,451
83
$1.1M 0.24%
19,192
-137
84
$1.02M 0.22%
41,958
-3,819
85
$1.01M 0.22%
21,529
-889
86
$1.01M 0.22%
31,998
+2,739
87
$1.01M 0.22%
17,502
+5
88
$1.01M 0.22%
30,435
+1,447
89
$1M 0.22%
12,825
+946
90
$960K 0.21%
9,901
-936
91
$951K 0.21%
34,253
+34,088
92
$936K 0.2%
11,252
+11,213
93
$935K 0.2%
18,073
+4,618
94
$931K 0.2%
40,356
+3,784
95
$930K 0.2%
53,985
+40,854
96
$929K 0.2%
24,993
+3,888
97
$923K 0.2%
36,606
-3,274
98
$897K 0.2%
8,231
+3,884
99
$897K 0.2%
19,539
+17,351
100
$856K 0.19%
10,743
+1,677
2 3
4
5 6