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
1176
$10.4K ﹤0.01%
67
1177
$10.4K ﹤0.01%
70
+1
1178
$10.4K ﹤0.01%
184
1179
$10.4K ﹤0.01%
46
+1
1180
$10.4K ﹤0.01%
120
+24
1181
$10.4K ﹤0.01%
124
1182
$10.4K ﹤0.01%
+150
1183
$10.4K ﹤0.01%
122
1184
$10.2K ﹤0.01%
413
-48
1185
$10.2K ﹤0.01%
160
1186
$10.2K ﹤0.01%
+463
1187
$10.2K ﹤0.01%
1,162
+22
1188
$10.1K ﹤0.01%
50
1189
$10.1K ﹤0.01%
247
+91
1190
$10.1K ﹤0.01%
537
+37
1191
$10.1K ﹤0.01%
103
1192
$10.1K ﹤0.01%
138
1193
$10.1K ﹤0.01%
127
-89
1194
$10.1K ﹤0.01%
31
1195
$10K ﹤0.01%
68
-27
1196
$10K ﹤0.01%
129
+113
1197
$10K ﹤0.01%
625
-125
1198
$10K ﹤0.01%
254
-1
1199
$9.98K ﹤0.01%
328
-125
1200
$9.95K ﹤0.01%
+51
46 47
48
49 50