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
1026
$13.1K ﹤0.01%
849
-114
1027
$13.1K ﹤0.01%
750
+79
1028
$13.1K ﹤0.01%
230
-35
1029
$13K ﹤0.01%
186
1030
$13K ﹤0.01%
243
-16
1031
$13K ﹤0.01%
107
+4
1032
$13K ﹤0.01%
70
1033
$12.9K ﹤0.01%
596
+99
1034
$12.9K ﹤0.01%
1,125
1035
$12.8K ﹤0.01%
117
+27
1036
$12.8K ﹤0.01%
466
-347
1037
$12.8K ﹤0.01%
134
+19
1038
$12.6K ﹤0.01%
1,442
1039
$12.6K ﹤0.01%
+484
1040
$12.6K ﹤0.01%
156
+3
1041
$12.5K ﹤0.01%
205
-27
1042
$12.5K ﹤0.01%
64
+1
1043
$12.4K ﹤0.01%
524
-3,198
1044
$12.4K ﹤0.01%
209
+116
1045
$12.4K ﹤0.01%
146
1046
$12.3K ﹤0.01%
1,116
-467
1047
$12.1K ﹤0.01%
484
1048
$12.1K ﹤0.01%
210
1049
$12.1K ﹤0.01%
+1,277
1050
$12K ﹤0.01%
57
+17
40 41
42
43 44