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
101
$643K 0.19%
7,457
+4,711
102
$638K 0.19%
+11,838
103
$636K 0.19%
3,988
+1,239
104
$634K 0.19%
13,516
+2,426
105
$631K 0.18%
+14,979
106
$631K 0.18%
6,966
+2,811
107
$627K 0.18%
15,378
+7,421
108
$624K 0.18%
5,689
+262
109
$622K 0.18%
19,922
+9,112
110
$621K 0.18%
17,500
111
$621K 0.18%
16,640
+1,507
112
$620K 0.18%
7,946
-10,551
113
$616K 0.18%
3,225
+176
114
$608K 0.18%
3,319
+1,741
115
$598K 0.17%
31,065
+6,130
116
$592K 0.17%
19,043
+7,399
117
$563K 0.16%
3,088
+1,118
118
$563K 0.16%
5,619
+1,090
119
$558K 0.16%
9,470
+5,880
120
$539K 0.16%
33,322
+9,331
121
$534K 0.16%
16,134
-20,356
122
$528K 0.15%
11,969
+5,174
123
$527K 0.15%
2,113
+408
124
$525K 0.15%
6,330
+5,010
125
$522K 0.15%
10,357
+5,341
3 4
5
6 7