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
1276
$6.04K ﹤0.01%
500
1277
$6.03K ﹤0.01%
17
-25
1278
$5.99K ﹤0.01%
12,885
1279
$5.97K ﹤0.01%
595
+13
1280
$5.97K ﹤0.01%
161
+7
1281
$5.96K ﹤0.01%
500
1282
$5.93K ﹤0.01%
364
+68
1283
$5.89K ﹤0.01%
250
-19
1284
$5.89K ﹤0.01%
53
+28
1285
$5.87K ﹤0.01%
+249
1286
$5.87K ﹤0.01%
120
1287
$5.86K ﹤0.01%
+154
1288
$5.83K ﹤0.01%
23
1289
$5.82K ﹤0.01%
75
+26
1290
$5.82K ﹤0.01%
54
1291
$5.78K ﹤0.01%
195
+160
1292
$5.78K ﹤0.01%
234
+117
1293
$5.76K ﹤0.01%
225
-25
1294
$5.74K ﹤0.01%
138
1295
$5.74K ﹤0.01%
359
1296
$5.73K ﹤0.01%
62
-10
1297
$5.71K ﹤0.01%
+55
1298
$5.71K ﹤0.01%
136
-22
1299
$5.7K ﹤0.01%
206
1300
$5.7K ﹤0.01%
1,135
50 51
52
53 54