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
1126
$9.67K ﹤0.01%
168
+105
1127
$9.67K ﹤0.01%
603
1128
$9.66K ﹤0.01%
500
1129
$9.55K ﹤0.01%
839
+51
1130
$9.53K ﹤0.01%
150
-66
1131
$9.53K ﹤0.01%
313
1132
$9.52K ﹤0.01%
108
-121
1133
$9.51K ﹤0.01%
45
+2
1134
$9.48K ﹤0.01%
+1,181
1135
$9.47K ﹤0.01%
41
1136
$9.44K ﹤0.01%
6,423
+400
1137
$9.42K ﹤0.01%
568
1138
$9.41K ﹤0.01%
67
1139
$9.34K ﹤0.01%
160
+59
1140
$9.34K ﹤0.01%
50
-16
1141
$9.3K ﹤0.01%
89
+26
1142
$9.28K ﹤0.01%
224
+60
1143
$9.24K ﹤0.01%
+382
1144
$9.18K ﹤0.01%
6
+2
1145
$9.18K ﹤0.01%
500
1146
$9.16K ﹤0.01%
325
+204
1147
$9.15K ﹤0.01%
211
+5
1148
$9.11K ﹤0.01%
75
+4
1149
$9.05K ﹤0.01%
105
-81
1150
$9.03K ﹤0.01%
236
-27
44 45
46
47 48