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
1251
$8.53K ﹤0.01%
244
-18
1252
$8.53K ﹤0.01%
580
1253
$8.49K ﹤0.01%
584
1254
$8.39K ﹤0.01%
625
-507
1255
$8.37K ﹤0.01%
90
+11
1256
$8.26K ﹤0.01%
236
1257
$8.23K ﹤0.01%
50
+11
1258
$8.2K ﹤0.01%
88
1259
$8.2K ﹤0.01%
394
+58
1260
$8.12K ﹤0.01%
196
+190
1261
$8.09K ﹤0.01%
24
+12
1262
$8.09K ﹤0.01%
65
1263
$8.03K ﹤0.01%
149
-288
1264
$7.99K ﹤0.01%
33
+10
1265
$7.99K ﹤0.01%
143
+59
1266
$7.98K ﹤0.01%
42
+12
1267
$7.96K ﹤0.01%
226
+10
1268
$7.95K ﹤0.01%
151
+31
1269
$7.93K ﹤0.01%
119
1270
$7.93K ﹤0.01%
535
1271
$7.91K ﹤0.01%
173
-125
1272
$7.9K ﹤0.01%
560
+250
1273
$7.87K ﹤0.01%
69
1274
$7.79K ﹤0.01%
254
1275
$7.78K ﹤0.01%
92
-38
49 50
51
52 53