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
1301
$7.17K ﹤0.01%
49
+40
1302
$7.17K ﹤0.01%
83
+7
1303
$7.15K ﹤0.01%
+121
1304
$7.11K ﹤0.01%
86
1305
$7.06K ﹤0.01%
104
+100
1306
$7.03K ﹤0.01%
161
1307
$7K ﹤0.01%
150
1308
$7K ﹤0.01%
140
+36
1309
$6.99K ﹤0.01%
470
1310
$6.97K ﹤0.01%
500
1311
$6.96K ﹤0.01%
58
-14
1312
$6.96K ﹤0.01%
115
+23
1313
$6.96K ﹤0.01%
32
+27
1314
$6.93K ﹤0.01%
116
-52
1315
$6.9K ﹤0.01%
119
+13
1316
$6.9K ﹤0.01%
588
+20
1317
$6.9K ﹤0.01%
+183
1318
$6.85K ﹤0.01%
60
1319
$6.83K ﹤0.01%
133
-1
1320
$6.82K ﹤0.01%
386
1321
$6.78K ﹤0.01%
300
1322
$6.76K ﹤0.01%
48
+26
1323
$6.75K ﹤0.01%
500
1324
$6.7K ﹤0.01%
408
1325
$6.67K ﹤0.01%
359
51 52
53
54 55