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
1201
$7.84K ﹤0.01%
35
1202
$7.81K ﹤0.01%
98
-1,280
1203
$7.79K ﹤0.01%
31
1204
$7.75K ﹤0.01%
50
1205
$7.74K ﹤0.01%
370
+32
1206
$7.69K ﹤0.01%
54
1207
$7.68K ﹤0.01%
72
+49
1208
$7.64K ﹤0.01%
102
+18
1209
$7.63K ﹤0.01%
86
1210
$7.59K ﹤0.01%
69
+31
1211
$7.45K ﹤0.01%
69
+17
1212
$7.44K ﹤0.01%
134
-16
1213
$7.41K ﹤0.01%
57
1214
$7.38K ﹤0.01%
451
+405
1215
$7.35K ﹤0.01%
254
-104
1216
$7.35K ﹤0.01%
180
1217
$7.34K ﹤0.01%
+346
1218
$7.33K ﹤0.01%
+82
1219
$7.3K ﹤0.01%
1,437
1220
$7.28K ﹤0.01%
200
1221
$7.25K ﹤0.01%
272
+53
1222
$7.24K ﹤0.01%
470
1223
$7.24K ﹤0.01%
79
+10
1224
$7.24K ﹤0.01%
320
1225
$7.23K ﹤0.01%
1,025
+256
47 48
49
50 51