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
976
$21.6K ﹤0.01%
333
+90
977
$21.4K ﹤0.01%
144
+15
978
$21.4K ﹤0.01%
5,143
-1,474
979
$21.3K ﹤0.01%
+489
980
$21.2K ﹤0.01%
225
-34
981
$21.1K ﹤0.01%
843
982
$21.1K ﹤0.01%
636
-69
983
$21.1K ﹤0.01%
115
+15
984
$21.1K ﹤0.01%
966
985
$21.1K ﹤0.01%
837
986
$21.1K ﹤0.01%
926
987
$21K ﹤0.01%
288
-3
988
$20.9K ﹤0.01%
988
+642
989
$20.8K ﹤0.01%
212
+10
990
$20.8K ﹤0.01%
262
+1
991
$20.6K ﹤0.01%
513
+52
992
$20.4K ﹤0.01%
782
+207
993
$20.2K ﹤0.01%
360
-379
994
$20.2K ﹤0.01%
+643
995
$20.2K ﹤0.01%
135
+109
996
$20.2K ﹤0.01%
170
+12
997
$20.1K ﹤0.01%
179
998
$20K ﹤0.01%
+700
999
$20K ﹤0.01%
229
1000
$19.9K ﹤0.01%
191
+7
38 39
40
41 42