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
1376
$4.52K ﹤0.01%
89
1377
$4.48K ﹤0.01%
100
1378
$4.47K ﹤0.01%
124
+4
1379
$4.46K ﹤0.01%
332
+157
1380
$4.46K ﹤0.01%
85
+15
1381
$4.45K ﹤0.01%
+69
1382
$4.45K ﹤0.01%
25
1383
$4.44K ﹤0.01%
100
-11
1384
$4.43K ﹤0.01%
160
1385
$4.43K ﹤0.01%
311
1386
$4.43K ﹤0.01%
21
1387
$4.35K ﹤0.01%
49
+5
1388
$4.33K ﹤0.01%
180
-18
1389
$4.33K ﹤0.01%
150
+55
1390
$4.33K ﹤0.01%
102
-14
1391
$4.28K ﹤0.01%
+181
1392
$4.24K ﹤0.01%
107
1393
$4.13K ﹤0.01%
50
1394
$4.11K ﹤0.01%
73
1395
$4.11K ﹤0.01%
128
1396
$4.1K ﹤0.01%
48
1397
$4.09K ﹤0.01%
+19
1398
$4.09K ﹤0.01%
187
+6
1399
$4.08K ﹤0.01%
134
1400
$4.07K ﹤0.01%
84
54 55
56
57 58