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
1326
$6.65K ﹤0.01%
+130
1327
$6.63K ﹤0.01%
78
+6
1328
$6.6K ﹤0.01%
88
-10
1329
$6.59K ﹤0.01%
39
-150
1330
$6.59K ﹤0.01%
133
+6
1331
$6.56K ﹤0.01%
192
+68
1332
$6.54K ﹤0.01%
42
-3
1333
$6.53K ﹤0.01%
48
-1
1334
$6.5K ﹤0.01%
118
1335
$6.49K ﹤0.01%
44
1336
$6.48K ﹤0.01%
155
1337
$6.44K ﹤0.01%
800
1338
$6.43K ﹤0.01%
140
-1,874
1339
$6.42K ﹤0.01%
105
-514
1340
$6.42K ﹤0.01%
300
-2,700
1341
$6.42K ﹤0.01%
500
1342
$6.42K ﹤0.01%
165
+9
1343
$6.41K ﹤0.01%
220
1344
$6.4K ﹤0.01%
+221
1345
$6.39K ﹤0.01%
129
1346
$6.38K ﹤0.01%
126
1347
$6.38K ﹤0.01%
551
+108
1348
$6.3K ﹤0.01%
192
+10
1349
$6.29K ﹤0.01%
273
-18
1350
$6.28K ﹤0.01%
195
+12
52 53
54
55 56