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
1226
$7.21K ﹤0.01%
+39
1227
$7.21K ﹤0.01%
500
1228
$7.2K ﹤0.01%
39
+31
1229
$7.13K ﹤0.01%
65
1230
$7.06K ﹤0.01%
386
1231
$6.98K ﹤0.01%
107
1232
$6.97K ﹤0.01%
185
-82
1233
$6.96K ﹤0.01%
60
1234
$6.94K ﹤0.01%
+32
1235
$6.9K ﹤0.01%
581
-153
1236
$6.85K ﹤0.01%
291
+58
1237
$6.81K ﹤0.01%
106
+14
1238
$6.8K ﹤0.01%
+338
1239
$6.79K ﹤0.01%
135
1240
$6.7K ﹤0.01%
167
1241
$6.69K ﹤0.01%
150
1242
$6.67K ﹤0.01%
129
1243
$6.66K ﹤0.01%
148
+115
1244
$6.65K ﹤0.01%
140
+23
1245
$6.63K ﹤0.01%
169
1246
$6.59K ﹤0.01%
135
+9
1247
$6.58K ﹤0.01%
161
1248
$6.56K ﹤0.01%
300
-23
1249
$6.55K ﹤0.01%
45
-11
1250
$6.54K ﹤0.01%
120
48 49
50
51 52