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
1126
$12.6K ﹤0.01%
146
1127
$12.5K ﹤0.01%
76
1128
$12.5K ﹤0.01%
139
+2
1129
$12.5K ﹤0.01%
139
+16
1130
$12.5K ﹤0.01%
23
+2
1131
$12.4K ﹤0.01%
177
+70
1132
$12.4K ﹤0.01%
787
1133
$12.4K ﹤0.01%
135
-239
1134
$12.4K ﹤0.01%
505
+5
1135
$12.3K ﹤0.01%
+225
1136
$12.3K ﹤0.01%
89
+10
1137
$12.1K ﹤0.01%
484
1138
$12K ﹤0.01%
455
-11
1139
$11.9K ﹤0.01%
65
1140
$11.9K ﹤0.01%
53
-6
1141
$11.8K ﹤0.01%
187
+16
1142
$11.8K ﹤0.01%
81
-20
1143
$11.8K ﹤0.01%
56
+3
1144
$11.7K ﹤0.01%
165
-1
1145
$11.7K ﹤0.01%
102
1146
$11.7K ﹤0.01%
560
+60
1147
$11.7K ﹤0.01%
876
-1,076
1148
$11.6K ﹤0.01%
118
+20
1149
$11.6K ﹤0.01%
132
+30
1150
$11.5K ﹤0.01%
182
-4
44 45
46
47 48