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
1051
$12K ﹤0.01%
204
+15
1052
$12K ﹤0.01%
487
+443
1053
$12K ﹤0.01%
+600
1054
$11.9K ﹤0.01%
21
1055
$11.9K ﹤0.01%
103
1056
$11.9K ﹤0.01%
211
1057
$11.9K ﹤0.01%
411
-10
1058
$11.8K ﹤0.01%
597
1059
$11.8K ﹤0.01%
308
-182
1060
$11.7K ﹤0.01%
195
+84
1061
$11.7K ﹤0.01%
56
+11
1062
$11.6K ﹤0.01%
274
-8
1063
$11.6K ﹤0.01%
407
+51
1064
$11.5K ﹤0.01%
400
-246
1065
$11.4K ﹤0.01%
1,123
+70
1066
$11.3K ﹤0.01%
210
-25
1067
$11.3K ﹤0.01%
372
+45
1068
$11.3K ﹤0.01%
+454
1069
$11.3K ﹤0.01%
122
+90
1070
$11.3K ﹤0.01%
589
+2
1071
$11.3K ﹤0.01%
21
1072
$11.3K ﹤0.01%
1,336
+31
1073
$11.3K ﹤0.01%
+746
1074
$11.2K ﹤0.01%
102
-216
1075
$11.2K ﹤0.01%
461
+257
41 42
43
44 45