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
1351
$4.84K ﹤0.01%
52
1352
$4.83K ﹤0.01%
693
1353
$4.81K ﹤0.01%
122
+104
1354
$4.8K ﹤0.01%
189
+182
1355
$4.79K ﹤0.01%
179
-8
1356
$4.78K ﹤0.01%
254
1357
$4.78K ﹤0.01%
95
1358
$4.77K ﹤0.01%
49
+2
1359
$4.75K ﹤0.01%
89
-24
1360
$4.74K ﹤0.01%
593
1361
$4.73K ﹤0.01%
155
1362
$4.72K ﹤0.01%
107
+2
1363
$4.72K ﹤0.01%
186
1364
$4.7K ﹤0.01%
25
1365
$4.7K ﹤0.01%
800
-2,090
1366
$4.69K ﹤0.01%
+84
1367
$4.67K ﹤0.01%
41
+29
1368
$4.66K ﹤0.01%
55
1369
$4.65K ﹤0.01%
230
1370
$4.62K ﹤0.01%
165
-4
1371
$4.62K ﹤0.01%
207
1372
$4.59K ﹤0.01%
+31
1373
$4.58K ﹤0.01%
+48
1374
$4.55K ﹤0.01%
170
1375
$4.54K ﹤0.01%
54
-6
53 54
55
56 57