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
1301
$5.67K ﹤0.01%
36
1302
$5.65K ﹤0.01%
464
1303
$5.62K ﹤0.01%
70
-8
1304
$5.62K ﹤0.01%
143
+8
1305
$5.61K ﹤0.01%
332
1306
$5.59K ﹤0.01%
572
+492
1307
$5.58K ﹤0.01%
+43
1308
$5.58K ﹤0.01%
156
-3
1309
$5.57K ﹤0.01%
241
1310
$5.57K ﹤0.01%
118
-274
1311
$5.56K ﹤0.01%
24
1312
$5.55K ﹤0.01%
76
+55
1313
$5.54K ﹤0.01%
55
+51
1314
$5.52K ﹤0.01%
220
1315
$5.51K ﹤0.01%
182
1316
$5.5K ﹤0.01%
177
1317
$5.46K ﹤0.01%
400
1318
$5.45K ﹤0.01%
+104
1319
$5.44K ﹤0.01%
20
1320
$5.43K ﹤0.01%
89
+77
1321
$5.38K ﹤0.01%
127
+34
1322
$5.36K ﹤0.01%
44
1323
$5.34K ﹤0.01%
174
1324
$5.31K ﹤0.01%
98
-19
1325
$5.3K ﹤0.01%
+104
51 52
53
54 55