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
1151
$8.99K ﹤0.01%
124
1152
$8.96K ﹤0.01%
660
-155
1153
$8.94K ﹤0.01%
68
1154
$8.93K ﹤0.01%
500
-7
1155
$8.92K ﹤0.01%
327
+13
1156
$8.91K ﹤0.01%
599
1157
$8.89K ﹤0.01%
313
1158
$8.86K ﹤0.01%
+375
1159
$8.79K ﹤0.01%
87
+45
1160
$8.78K ﹤0.01%
302
-110
1161
$8.77K ﹤0.01%
329
1162
$8.76K ﹤0.01%
262
+260
1163
$8.68K ﹤0.01%
293
+258
1164
$8.66K ﹤0.01%
65
1165
$8.61K ﹤0.01%
122
1166
$8.6K ﹤0.01%
57
1167
$8.56K ﹤0.01%
329
1168
$8.42K ﹤0.01%
+302
1169
$8.41K ﹤0.01%
422
+395
1170
$8.41K ﹤0.01%
46
-24
1171
$8.37K ﹤0.01%
850
1172
$8.35K ﹤0.01%
151
-59
1173
$8.32K ﹤0.01%
580
1174
$8.31K ﹤0.01%
89
+4
1175
$8.25K ﹤0.01%
+249
45 46
47
48 49