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
1251
$6.53K ﹤0.01%
126
-45
1252
$6.53K ﹤0.01%
+30
1253
$6.42K ﹤0.01%
72
1254
$6.42K ﹤0.01%
+198
1255
$6.39K ﹤0.01%
129
-103
1256
$6.33K ﹤0.01%
568
1257
$6.32K ﹤0.01%
286
1258
$6.3K ﹤0.01%
30
-7
1259
$6.3K ﹤0.01%
2,333
-2,090
1260
$6.26K ﹤0.01%
161
+25
1261
$6.26K ﹤0.01%
500
1262
$6.25K ﹤0.01%
156
1263
$6.21K ﹤0.01%
102
-36
1264
$6.15K ﹤0.01%
101
1265
$6.15K ﹤0.01%
535
-280
1266
$6.12K ﹤0.01%
51
-1
1267
$6.09K ﹤0.01%
106
+12
1268
$6.09K ﹤0.01%
+408
1269
$6.08K ﹤0.01%
579
1270
$6.08K ﹤0.01%
731
1271
$6.08K ﹤0.01%
314
+247
1272
$6.08K ﹤0.01%
20
1273
$6.07K ﹤0.01%
+196
1274
$6.07K ﹤0.01%
1,644
1275
$6.04K ﹤0.01%
40
49 50
51
52 53