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
$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
101
$852K 0.19%
11,354
-41
102
$850K 0.19%
1,579
+166
103
$846K 0.18%
11,399
-328
104
$831K 0.18%
1,728
+147
105
$826K 0.18%
2,099
+1,250
106
$825K 0.18%
3,905
+324
107
$822K 0.18%
26,637
+7,594
108
$811K 0.18%
7,642
-1,061
109
$810K 0.18%
34,452
-24,417
110
$809K 0.18%
17,726
+5,757
111
$772K 0.17%
14,068
+2,230
112
$768K 0.17%
7,164
+1,475
113
$764K 0.17%
2,068
+1,057
114
$753K 0.16%
37,390
+35,898
115
$752K 0.16%
36,580
+22,592
116
$750K 0.16%
13,234
+10,529
117
$744K 0.16%
7,463
-2,426
118
$725K 0.16%
10,737
-1,257
119
$724K 0.16%
6,080
+825
120
$724K 0.16%
4,059
+740
121
$724K 0.16%
2,557
+444
122
$706K 0.15%
11,878
+10,000
123
$702K 0.15%
3,382
+157
124
$695K 0.15%
457,268
+23,350
125
$692K 0.15%
22,357
+2,435
3 4
5
6 7