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
1326
$5.28K ﹤0.01%
92
+4
1327
$5.25K ﹤0.01%
120
1328
$5.24K ﹤0.01%
+121
1329
$5.23K ﹤0.01%
136
1330
$5.2K ﹤0.01%
443
1331
$5.16K ﹤0.01%
147
1332
$5.16K ﹤0.01%
+34
1333
$5.1K ﹤0.01%
+128
1334
$5.07K ﹤0.01%
150
1335
$5.06K ﹤0.01%
354
1336
$5.04K ﹤0.01%
93
1337
$5K ﹤0.01%
183
+51
1338
$5K ﹤0.01%
36
1339
$4.98K ﹤0.01%
461
1340
$4.98K ﹤0.01%
+65
1341
$4.97K ﹤0.01%
220
1342
$4.97K ﹤0.01%
214
+199
1343
$4.9K ﹤0.01%
84
-12
1344
$4.89K ﹤0.01%
92
+26
1345
$4.89K ﹤0.01%
145
+137
1346
$4.89K ﹤0.01%
95
1347
$4.88K ﹤0.01%
99
1348
$4.87K ﹤0.01%
92
1349
$4.86K ﹤0.01%
+274
1350
$4.84K ﹤0.01%
67
52 53
54
55 56