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
1276
$7.76K ﹤0.01%
139
+4
1277
$7.7K ﹤0.01%
+74
1278
$7.67K ﹤0.01%
68
1279
$7.66K ﹤0.01%
50
1280
$7.65K ﹤0.01%
82
1281
$7.63K ﹤0.01%
568
1282
$7.61K ﹤0.01%
52
-2
1283
$7.59K ﹤0.01%
50
+10
1284
$7.58K ﹤0.01%
144
+4
1285
$7.55K ﹤0.01%
338
-32
1286
$7.53K ﹤0.01%
22
+2
1287
$7.53K ﹤0.01%
+834
1288
$7.51K ﹤0.01%
+128
1289
$7.5K ﹤0.01%
18
+1
1290
$7.48K ﹤0.01%
88
-1
1291
$7.47K ﹤0.01%
55
1292
$7.45K ﹤0.01%
31
+1
1293
$7.45K ﹤0.01%
206
+141
1294
$7.4K ﹤0.01%
599
1295
$7.39K ﹤0.01%
183
+22
1296
$7.36K ﹤0.01%
57
1297
$7.31K ﹤0.01%
322
-202
1298
$7.23K ﹤0.01%
286
1299
$7.22K ﹤0.01%
103
1300
$7.17K ﹤0.01%
128
-1
50 51
52
53 54