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
1226
$9.2K ﹤0.01%
70
-234
1227
$9.12K ﹤0.01%
213
-17
1228
$9.11K ﹤0.01%
1,236
1229
$9.09K ﹤0.01%
300
1230
$8.97K ﹤0.01%
55
+9
1231
$8.96K ﹤0.01%
329
1232
$8.95K ﹤0.01%
114
+16
1233
$8.93K ﹤0.01%
177
1234
$8.91K ﹤0.01%
1,024
+225
1235
$8.88K ﹤0.01%
69
1236
$8.86K ﹤0.01%
581
1237
$8.85K ﹤0.01%
281
-405
1238
$8.83K ﹤0.01%
116
+3
1239
$8.83K ﹤0.01%
41
1240
$8.8K ﹤0.01%
83
+71
1241
$8.79K ﹤0.01%
74
-1
1242
$8.71K ﹤0.01%
81
+3
1243
$8.7K ﹤0.01%
67
1244
$8.7K ﹤0.01%
130
+13
1245
$8.68K ﹤0.01%
200
1246
$8.67K ﹤0.01%
174
+6
1247
$8.6K ﹤0.01%
2,654
-6,274
1248
$8.57K ﹤0.01%
113
-23
1249
$8.56K ﹤0.01%
369
-71
1250
$8.54K ﹤0.01%
522
+100
48 49
50
51 52