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
1001
$14.2K ﹤0.01%
810
1002
$14.2K ﹤0.01%
214
-32
1003
$14.1K ﹤0.01%
206
-58
1004
$14K ﹤0.01%
521
-3,762
1005
$13.9K ﹤0.01%
452
+451
1006
$13.9K ﹤0.01%
710
-160
1007
$13.8K ﹤0.01%
175
+159
1008
$13.8K ﹤0.01%
+238
1009
$13.7K ﹤0.01%
266
+56
1010
$13.7K ﹤0.01%
389
+42
1011
$13.7K ﹤0.01%
271
+167
1012
$13.6K ﹤0.01%
261
1013
$13.6K ﹤0.01%
214
-45
1014
$13.6K ﹤0.01%
67
+5
1015
$13.6K ﹤0.01%
1,665
+617
1016
$13.5K ﹤0.01%
682
+39
1017
$13.5K ﹤0.01%
453
-1,778
1018
$13.4K ﹤0.01%
320
-1,564
1019
$13.4K ﹤0.01%
247
1020
$13.3K ﹤0.01%
+593
1021
$13.3K ﹤0.01%
364
+33
1022
$13.3K ﹤0.01%
40
1023
$13.2K ﹤0.01%
217
+188
1024
$13.2K ﹤0.01%
160
1025
$13.2K ﹤0.01%
351
-175
39 40
41
42 43