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
1176
$8.25K ﹤0.01%
85
+12
1177
$8.25K ﹤0.01%
581
1178
$8.24K ﹤0.01%
559
+141
1179
$8.24K ﹤0.01%
113
+4
1180
$8.22K ﹤0.01%
+69
1181
$8.22K ﹤0.01%
78
+73
1182
$8.2K ﹤0.01%
216
+7
1183
$8.19K ﹤0.01%
82
1184
$8.15K ﹤0.01%
36
-6
1185
$8.14K ﹤0.01%
1,380
+1,100
1186
$8.13K ﹤0.01%
411
1187
$8.13K ﹤0.01%
96
1188
$8.08K ﹤0.01%
57
-21
1189
$8.04K ﹤0.01%
103
1190
$8.03K ﹤0.01%
40
+5
1191
$8K ﹤0.01%
177
1192
$7.99K ﹤0.01%
96
+90
1193
$7.96K ﹤0.01%
67
1194
$7.91K ﹤0.01%
336
+2
1195
$7.91K ﹤0.01%
145
+141
1196
$7.9K ﹤0.01%
119
1197
$7.9K ﹤0.01%
1,236
+1,082
1198
$7.89K ﹤0.01%
+514
1199
$7.87K ﹤0.01%
54
+18
1200
$7.85K ﹤0.01%
117
+105
46 47
48
49 50