FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
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
+$16.7M
2
+$5.26M
3
+$5.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.48M
5
AAPL icon
Apple
AAPL
+$3.88M

Top Sells

1
+$1.13M
2
+$888K
3
+$863K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$639K
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$611K

Sector Composition

1 Technology 7.94%
2 Financials 5.61%
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
1026
$18.6K ﹤0.01%
163
+3
1027
$18.6K ﹤0.01%
153
1028
$18.3K ﹤0.01%
505
1029
$18.3K ﹤0.01%
109
+10
1030
$18.2K ﹤0.01%
1,092
+243
1031
$18.1K ﹤0.01%
222
+13
1032
$18K ﹤0.01%
430
-526
1033
$17.9K ﹤0.01%
+245
1034
$17.8K ﹤0.01%
382
+2
1035
$17.8K ﹤0.01%
390
+10
1036
$17.8K ﹤0.01%
+637
1037
$17.7K ﹤0.01%
229
+12
1038
$17.6K ﹤0.01%
246
+7
1039
$17.6K ﹤0.01%
564
+175
1040
$17.6K ﹤0.01%
48
-14
1041
$17.6K ﹤0.01%
985
-287
1042
$17.5K ﹤0.01%
334
+6
1043
$17.3K ﹤0.01%
892
-3
1044
$17.3K ﹤0.01%
275
+4
1045
$17.1K ﹤0.01%
466
1046
$17K ﹤0.01%
106
-2
1047
$17K ﹤0.01%
140
+26
1048
$16.9K ﹤0.01%
113
+59
1049
$16.9K ﹤0.01%
+335
1050
$16.9K ﹤0.01%
57
-16
40 41
42
43 44