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
1001
$19.9K ﹤0.01%
266
-28
1002
$19.8K ﹤0.01%
99
1003
$19.8K ﹤0.01%
177
-1
1004
$19.7K ﹤0.01%
564
+64
1005
$19.7K ﹤0.01%
186
+1
1006
$19.7K ﹤0.01%
+552
1007
$19.7K ﹤0.01%
129
+49
1008
$19.6K ﹤0.01%
1,230
-2,400
1009
$19.5K ﹤0.01%
412
+7
1010
$19.5K ﹤0.01%
111
+54
1011
$19.5K ﹤0.01%
52
1012
$19.5K ﹤0.01%
299
+61
1013
$19.4K ﹤0.01%
248
+201
1014
$19.4K ﹤0.01%
1,153
-1
1015
$19.3K ﹤0.01%
357
-113
1016
$19.3K ﹤0.01%
146
-7
1017
$19.2K ﹤0.01%
377
+242
1018
$19.2K ﹤0.01%
195
1019
$19.1K ﹤0.01%
138
-183
1020
$19.1K ﹤0.01%
3
1021
$18.9K ﹤0.01%
1,109
1022
$18.9K ﹤0.01%
127
+6
1023
$18.8K ﹤0.01%
1,021
+339
1024
$18.8K ﹤0.01%
331
+121
1025
$18.6K ﹤0.01%
374
-5
39 40
41
42 43