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
1376
$5.83K ﹤0.01%
49
1377
$5.82K ﹤0.01%
85
-90
1378
$5.81K ﹤0.01%
207
1379
$5.79K ﹤0.01%
38
+2
1380
$5.78K ﹤0.01%
107
1381
$5.78K ﹤0.01%
220
1382
$5.78K ﹤0.01%
162
-27
1383
$5.77K ﹤0.01%
464
1384
$5.76K ﹤0.01%
49
+16
1385
$5.73K ﹤0.01%
54
1386
$5.72K ﹤0.01%
120
1387
$5.67K ﹤0.01%
1,135
1388
$5.65K ﹤0.01%
170
1389
$5.62K ﹤0.01%
91
+52
1390
$5.62K ﹤0.01%
+152
1391
$5.61K ﹤0.01%
100
1392
$5.61K ﹤0.01%
405
+5
1393
$5.61K ﹤0.01%
+84
1394
$5.56K ﹤0.01%
1,437
1395
$5.54K ﹤0.01%
593
1396
$5.46K ﹤0.01%
136
1397
$5.46K ﹤0.01%
+400
1398
$5.45K ﹤0.01%
161
1399
$5.44K ﹤0.01%
200
+100
1400
$5.38K ﹤0.01%
104
54 55
56
57 58