FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
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
+$16.5M
2
+$5.23M
3
+$4.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.74M
5
AAPL icon
Apple
AAPL
+$4.32M

Top Sells

1
+$1.18M
2
+$953K
3
+$814K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$643K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$633K

Sector Composition

1 Technology 7.94%
2 Financials 5.6%
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
1076
$15.1K ﹤0.01%
310
+34
1077
$15K ﹤0.01%
351
1078
$15K ﹤0.01%
261
-113
1079
$15K ﹤0.01%
133
+2
1080
$14.8K ﹤0.01%
160
-206
1081
$14.8K ﹤0.01%
173
-9
1082
$14.7K ﹤0.01%
405
+400
1083
$14.6K ﹤0.01%
390
+26
1084
$14.6K ﹤0.01%
462
+51
1085
$14.6K ﹤0.01%
678
-1,938
1086
$14.6K ﹤0.01%
250
+73
1087
$14.5K ﹤0.01%
746
-697
1088
$14.5K ﹤0.01%
198
+2
1089
$14.4K ﹤0.01%
730
+20
1090
$14.3K ﹤0.01%
797
+238
1091
$14.2K ﹤0.01%
74
+7
1092
$14.2K ﹤0.01%
452
1093
$14.2K ﹤0.01%
50
-130
1094
$14.2K ﹤0.01%
810
1095
$14.1K ﹤0.01%
287
-150
1096
$14K ﹤0.01%
226
+12
1097
$13.9K ﹤0.01%
86
+13
1098
$13.9K ﹤0.01%
547
-49
1099
$13.9K ﹤0.01%
138
+11
1100
$13.8K ﹤0.01%
40
42 43
44
45 46