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
1101
$10.3K ﹤0.01%
98
-119
1102
$10.3K ﹤0.01%
127
+1
1103
$10.2K ﹤0.01%
76
+3
1104
$10.2K ﹤0.01%
40
+5
1105
$10.2K ﹤0.01%
233
+34
1106
$10.1K ﹤0.01%
263
1107
$10.1K ﹤0.01%
950
1108
$10.1K ﹤0.01%
136
+34
1109
$10.1K ﹤0.01%
+171
1110
$10K ﹤0.01%
616
-19
1111
$10K ﹤0.01%
1,140
-274
1112
$10K ﹤0.01%
88
+50
1113
$9.99K ﹤0.01%
103
-21
1114
$9.97K ﹤0.01%
+285
1115
$9.94K ﹤0.01%
799
+41
1116
$9.92K ﹤0.01%
+1,560
1117
$9.91K ﹤0.01%
230
+41
1118
$9.91K ﹤0.01%
255
+5
1119
$9.89K ﹤0.01%
735
+74
1120
$9.87K ﹤0.01%
440
+325
1121
$9.8K ﹤0.01%
1,082
+1,005
1122
$9.75K ﹤0.01%
177
+4
1123
$9.75K ﹤0.01%
410
1124
$9.73K ﹤0.01%
300
1125
$9.67K ﹤0.01%
584
43 44
45
46 47