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 | |
|---|---|---|---|---|---|---|
1126
Brixmor Property Group
BRX
$8.51B
| $5.62K | ﹤0.01% |
+248
| New | +$5.62K |
|
1127
Suncor Energy
SU
$51.3B
| $5.62K | ﹤0.01% |
+177
| New | +$5.62K |
|
1128
APA Corp
APA
$8.22B
| $5.6K | ﹤0.01% |
+120
| New | +$5.6K |
|
1129
CarMax
KMX
$8.88B
| $5.6K | ﹤0.01% |
+92
| New | +$5.6K |
|
1130
Deckers Outdoor
DECK
$16.9B
| $5.59K | ﹤0.01% |
+84
| New | +$5.59K |
|
1131
Simpson Manufacturing
SSD
$7.97B
| $5.59K | ﹤0.01% |
+63
| New | +$5.59K |
|
1132
iShares MSCI Europe Small-Cap ETF
IEUS
$158M
| $5.58K | ﹤0.01% |
+113
| New | +$5.58K |
|
1133
Brunswick
BC
$4.36B
| $5.55K | ﹤0.01% |
+77
| New | +$5.55K |
|
1134
abrdn Physical Silver Shares ETF
SIVR
$2.57B
| $5.54K | ﹤0.01% |
+241
| New | +$5.54K |
|
1135
Cross Country Healthcare
CCRN
$455M
| $5.5K | ﹤0.01% |
+207
| New | +$5.5K |
|
1136
Cal-Maine
CALM
$5.38B
| $5.5K | ﹤0.01% |
+101
| New | +$5.5K |
|
1137
Goldman Sachs BDC
GSBD
$1.29B
| $5.49K | ﹤0.01% |
+400
| New | +$5.49K |
|
1138
Radian Group
RDN
$4.73B
| $5.45K | ﹤0.01% |
+286
| New | +$5.45K |
|
|
DNB
1139
DELISTED
Dun & Bradstreet
DNB
| $5.43K | ﹤0.01% |
+443
| New | +$5.43K |
|
1140
Envista
NVST
$3.45B
| $5.42K | ﹤0.01% |
+161
| New | +$5.42K |
|
1141
TC Energy
TRP
$54B
| $5.42K | ﹤0.01% |
+136
| New | +$5.42K |
|
|
FL
1142
DELISTED
Foot Locker
FL
| $5.4K | ﹤0.01% |
+143
| New | +$5.4K |
|
1143
Cheniere Energy
LNG
$52.1B
| $5.4K | ﹤0.01% |
+36
| New | +$5.4K |
|
1144
KKR & Co
KKR
$129B
| $5.39K | ﹤0.01% |
+116
| New | +$5.39K |
|
1145
Brighthouse Financial
BHF
$2.79B
| $5.38K | ﹤0.01% |
+105
| New | +$5.38K |
|
1146
Alliant Energy
LNT
$16.4B
| $5.36K | ﹤0.01% |
+97
| New | +$5.36K |
|
1147
Titan Machinery
TITN
$464M
| $5.32K | ﹤0.01% |
+134
| New | +$5.32K |
|
1148
American Airlines Group
AAL
$8.54B
| $5.32K | ﹤0.01% |
+418
| New | +$5.32K |
|
1149
Medpace
MEDP
$13.4B
| $5.31K | ﹤0.01% |
+25
| New | +$5.31K |
|
1150
Lucid Motors
LCID
$6.12B
| $5.3K | ﹤0.01% |
+78
| New | +$5.3K |
|