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
976
$15.5K ﹤0.01%
108
+5
977
$15.5K ﹤0.01%
346
+2
978
$15.5K ﹤0.01%
305
+93
979
$15.4K ﹤0.01%
1,083
-1,334
980
$15.4K ﹤0.01%
272
+32
981
$15.3K ﹤0.01%
99
+66
982
$15.3K ﹤0.01%
264
+28
983
$15.3K ﹤0.01%
108
+5
984
$15K ﹤0.01%
192
-26
985
$14.9K ﹤0.01%
540
+200
986
$14.9K ﹤0.01%
1,329
+1,259
987
$14.9K ﹤0.01%
196
-8
988
$14.9K ﹤0.01%
276
+62
989
$14.8K ﹤0.01%
266
+25
990
$14.8K ﹤0.01%
132
+108
991
$14.8K ﹤0.01%
465
-106
992
$14.7K ﹤0.01%
187
-25
993
$14.5K ﹤0.01%
130
+13
994
$14.4K ﹤0.01%
95
+11
995
$14.3K ﹤0.01%
+555
996
$14.3K ﹤0.01%
380
-90
997
$14.3K ﹤0.01%
245
+7
998
$14.3K ﹤0.01%
1,132
+227
999
$14.3K ﹤0.01%
662
1000
$14.2K ﹤0.01%
101
-28
38 39
40
41 42