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
$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
1351
$6.22K ﹤0.01%
731
1352
$6.18K ﹤0.01%
12,885
1353
$6.16K ﹤0.01%
96
1354
$6.16K ﹤0.01%
354
1355
$6.13K ﹤0.01%
62
1356
$6.12K ﹤0.01%
216
+120
1357
$6.1K ﹤0.01%
133
-614
1358
$6.08K ﹤0.01%
254
1359
$6.08K ﹤0.01%
+4,000
1360
$6.04K ﹤0.01%
+600
1361
$6.03K ﹤0.01%
117
-718
1362
$6.03K ﹤0.01%
24
+3
1363
$6.01K ﹤0.01%
+280
1364
$6.01K ﹤0.01%
+170
1365
$6K ﹤0.01%
81
-27
1366
$6K ﹤0.01%
25
1367
$5.99K ﹤0.01%
167
1368
$5.98K ﹤0.01%
36
1369
$5.97K ﹤0.01%
88
-128
1370
$5.96K ﹤0.01%
93
1371
$5.95K ﹤0.01%
+90
1372
$5.92K ﹤0.01%
138
1373
$5.89K ﹤0.01%
130
-6
1374
$5.89K ﹤0.01%
229
+151
1375
$5.86K ﹤0.01%
572
53 54
55
56 57