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
1076
$11.2K ﹤0.01%
+475
1077
$11.2K ﹤0.01%
+455
1078
$11.1K ﹤0.01%
+464
1079
$11.1K ﹤0.01%
184
-61
1080
$11.1K ﹤0.01%
+452
1081
$11.1K ﹤0.01%
240
1082
$11.1K ﹤0.01%
162
+5
1083
$11K ﹤0.01%
162
+83
1084
$11K ﹤0.01%
+138
1085
$10.9K ﹤0.01%
168
+1
1086
$10.9K ﹤0.01%
+148
1087
$10.8K ﹤0.01%
+432
1088
$10.7K ﹤0.01%
+123
1089
$10.7K ﹤0.01%
137
-5
1090
$10.7K ﹤0.01%
53
+16
1091
$10.7K ﹤0.01%
166
-24
1092
$10.6K ﹤0.01%
73
-32
1093
$10.6K ﹤0.01%
79
+40
1094
$10.6K ﹤0.01%
787
1095
$10.5K ﹤0.01%
158
-24
1096
$10.5K ﹤0.01%
80
+4
1097
$10.5K ﹤0.01%
160
+1
1098
$10.4K ﹤0.01%
+500
1099
$10.3K ﹤0.01%
130
+92
1100
$10.3K ﹤0.01%
565
+333
42 43
44
45 46