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
1101
$13.7K ﹤0.01%
146
-10
1102
$13.6K ﹤0.01%
336
+16
1103
$13.5K ﹤0.01%
141
+7
1104
$13.3K ﹤0.01%
319
+11
1105
$13.3K ﹤0.01%
59
+19
1106
$13.3K ﹤0.01%
453
+160
1107
$13.3K ﹤0.01%
188
-472
1108
$13.3K ﹤0.01%
649
+33
1109
$13.3K ﹤0.01%
97
+40
1110
$13.2K ﹤0.01%
115
+26
1111
$13.2K ﹤0.01%
238
-14,654
1112
$13.1K ﹤0.01%
211
1113
$13.1K ﹤0.01%
366
+225
1114
$13K ﹤0.01%
70
1115
$13K ﹤0.01%
192
+30
1116
$12.9K ﹤0.01%
494
+222
1117
$12.9K ﹤0.01%
199
+49
1118
$12.8K ﹤0.01%
476
-12
1119
$12.8K ﹤0.01%
662
1120
$12.8K ﹤0.01%
400
1121
$12.8K ﹤0.01%
210
1122
$12.8K ﹤0.01%
656
+67
1123
$12.7K ﹤0.01%
103
1124
$12.7K ﹤0.01%
764
+18
1125
$12.6K ﹤0.01%
261
43 44
45
46 47