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
1151
$11.5K ﹤0.01%
597
1152
$11.5K ﹤0.01%
402
-5
1153
$11.5K ﹤0.01%
571
+207
1154
$11.4K ﹤0.01%
196
-9
1155
$11.4K ﹤0.01%
177
+26
1156
$11.4K ﹤0.01%
40
+8
1157
$11.4K ﹤0.01%
68
-24
1158
$11.4K ﹤0.01%
1,442
1159
$11.3K ﹤0.01%
97
-820
1160
$11.3K ﹤0.01%
122
1161
$11.2K ﹤0.01%
115
-17
1162
$11.2K ﹤0.01%
161
-1
1163
$11.1K ﹤0.01%
+243
1164
$11.1K ﹤0.01%
454
1165
$11K ﹤0.01%
500
1166
$11K ﹤0.01%
+191
1167
$10.9K ﹤0.01%
263
1168
$10.9K ﹤0.01%
53
-11
1169
$10.9K ﹤0.01%
213
-1,845
1170
$10.8K ﹤0.01%
318
-2,910
1171
$10.7K ﹤0.01%
240
1172
$10.6K ﹤0.01%
839
+800
1173
$10.5K ﹤0.01%
1,116
1174
$10.5K ﹤0.01%
+53
1175
$10.5K ﹤0.01%
125
+19
45 46
47
48 49