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
1201
$9.93K ﹤0.01%
38
-4
1202
$9.91K ﹤0.01%
411
1203
$9.89K ﹤0.01%
158
+56
1204
$9.85K ﹤0.01%
90
+5
1205
$9.79K ﹤0.01%
168
-62
1206
$9.79K ﹤0.01%
329
1207
$9.74K ﹤0.01%
335
-37
1208
$9.69K ﹤0.01%
410
1209
$9.69K ﹤0.01%
146
+145
1210
$9.67K ﹤0.01%
194
-823
1211
$9.62K ﹤0.01%
1,225
+44
1212
$9.61K ﹤0.01%
240
+97
1213
$9.57K ﹤0.01%
134
+59
1214
$9.5K ﹤0.01%
57
1215
$9.49K ﹤0.01%
330
+250
1216
$9.39K ﹤0.01%
306
-7
1217
$9.37K ﹤0.01%
313
1218
$9.31K ﹤0.01%
272
-3,899
1219
$9.31K ﹤0.01%
98
-238
1220
$9.29K ﹤0.01%
36
1221
$9.29K ﹤0.01%
1,380
1222
$9.27K ﹤0.01%
672
+12
1223
$9.27K ﹤0.01%
42
+7
1224
$9.24K ﹤0.01%
+111
1225
$9.22K ﹤0.01%
63
47 48
49
50 51