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
1051
$16.9K ﹤0.01%
412
1052
$16.8K ﹤0.01%
327
+53
1053
$16.7K ﹤0.01%
67
+27
1054
$16.7K ﹤0.01%
247
1055
$16.7K ﹤0.01%
97
-1
1056
$16.3K ﹤0.01%
599
-42
1057
$16.2K ﹤0.01%
88
-127
1058
$16K ﹤0.01%
2,000
1059
$16K ﹤0.01%
39
1060
$15.9K ﹤0.01%
268
+4
1061
$15.9K ﹤0.01%
221
+17
1062
$15.9K ﹤0.01%
446
-753
1063
$15.8K ﹤0.01%
346
1064
$15.7K ﹤0.01%
1,087
-5,975
1065
$15.6K ﹤0.01%
192
1066
$15.5K ﹤0.01%
741
+25
1067
$15.5K ﹤0.01%
191
+1
1068
$15.5K ﹤0.01%
456
+154
1069
$15.4K ﹤0.01%
163
-14
1070
$15.3K ﹤0.01%
161
-129
1071
$15.3K ﹤0.01%
459
-6
1072
$15.3K ﹤0.01%
+423
1073
$15.3K ﹤0.01%
1,050
1074
$15.2K ﹤0.01%
+390
1075
$15.2K ﹤0.01%
266
41 42
43
44 45