FFA
Farther Finance Advisors Portfolio holdings
AUM
$4.99B
1-Year Return
14.78%
This Quarter Return
+8.51%
1 Year Return
+14.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
–
Cap. Flow
+$258M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.56%
Holding
2,201
New
2,170
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$16.7M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$12.7M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$9.58M |
| 4 |
Chevron
CVX
|
+$7.98M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$7.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.97% |
| 2 | Technology | 5.37% |
| 3 | Healthcare | 4.55% |
| 4 | Energy | 4.15% |
| 5 | Consumer Discretionary | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GAP
1076
The Gap, Inc.
GAP
$8.99B
| $6.57K | ﹤0.01% |
+582
| New | +$6.57K |
|
1077
Atlassian
TEAM
$46.4B
| $6.56K | ﹤0.01% |
+51
| New | +$6.56K |
|
1078
Equity Residential
EQR
$25.5B
| $6.55K | ﹤0.01% |
+111
| New | +$6.55K |
|
1079
FirstEnergy
FE
$25B
| $6.54K | ﹤0.01% |
+156
| New | +$6.54K |
|
1080
Korn Ferry
KFY
$3.81B
| $6.53K | ﹤0.01% |
+129
| New | +$6.53K |
|
1081
WhiteHorse Finance
WHF
$202M
| $6.53K | ﹤0.01% |
+500
| New | +$6.53K |
|
1082
Baidu
BIDU
$38.4B
| $6.52K | ﹤0.01% |
+57
| New | +$6.52K |
|
1083
Autoliv
ALV
$9.63B
| $6.51K | ﹤0.01% |
+85
| New | +$6.51K |
|
1084
Assurant
AIZ
$10.6B
| $6.5K | ﹤0.01% |
+52
| New | +$6.5K |
|
1085
Watsco
WSO
$16.1B
| $6.48K | ﹤0.01% |
+26
| New | +$6.48K |
|
1086
ICF International
ICFI
$1.77B
| $6.44K | ﹤0.01% |
+65
| New | +$6.44K |
|
1087
Vista Energy
VIST
$3.98B
| $6.44K | ﹤0.01% |
+411
| New | +$6.44K |
|
1088
Qualys
QLYS
$4.75B
| $6.4K | ﹤0.01% |
+57
| New | +$6.4K |
|
|
ACB
1089
Aurora Cannabis
ACB
$277M
| $6.4K | ﹤0.01% |
+693
| New | +$6.4K |
|
1090
Expedia Group
EXPE
$26.7B
| $6.4K | ﹤0.01% |
+73
| New | +$6.4K |
|
1091
DigitalOcean
DOCN
$3.33B
| $6.37K | ﹤0.01% |
+250
| New | +$6.37K |
|
1092
Resideo Technologies
REZI
$5.46B
| $6.35K | ﹤0.01% |
+386
| New | +$6.35K |
|
|
STR
1093
DELISTED
Sitio Royalties
STR
| $6.35K | ﹤0.01% |
+220
| New | +$6.35K |
|
1094
Starwood Property Trust
STWD
$7.6B
| $6.32K | ﹤0.01% |
+345
| New | +$6.32K |
|
1095
Darling Ingredients
DAR
$4.95B
| $6.32K | ﹤0.01% |
+101
| New | +$6.32K |
|
1096
SPDR S&P Global Infrastructure ETF
GII
$604M
| $6.29K | ﹤0.01% |
+120
| New | +$6.29K |
|
1097
HUB Group
HUBG
$2.21B
| $6.28K | ﹤0.01% |
+158
| New | +$6.28K |
|
1098
Mid-America Apartment Communities
MAA
$16.6B
| $6.28K | ﹤0.01% |
+40
| New | +$6.28K |
|
1099
Palo Alto Networks
PANW
$133B
| $6.28K | ﹤0.01% |
+90
| New | +$6.28K |
|
1100
Array Technologies
ARRY
$1.2B
| $6.24K | ﹤0.01% |
+323
| New | +$6.24K |
|