FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
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
+$4.78M
2
+$3.77M
3
+$3.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.01M

Top Sells

1
+$4.3M
2
+$3.27M
3
+$2.44M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$797K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$656K

Sector Composition

1 Technology 6.63%
2 Financials 6.57%
3 Healthcare 4.24%
4 Energy 3.32%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$4.07K ﹤0.01%
237
-177
1402
$4.07K ﹤0.01%
326
1403
$4.07K ﹤0.01%
48
1404
$4.04K ﹤0.01%
95
-11
1405
$4.02K ﹤0.01%
49
-28
1406
$4K ﹤0.01%
125
1407
$3.98K ﹤0.01%
259
-321
1408
$3.96K ﹤0.01%
12
1409
$3.95K ﹤0.01%
226
1410
$3.93K ﹤0.01%
113
1411
$3.9K ﹤0.01%
54
-70
1412
$3.89K ﹤0.01%
300
1413
$3.89K ﹤0.01%
270
1414
$3.89K ﹤0.01%
39
+4
1415
$3.88K ﹤0.01%
99
-151
1416
$3.88K ﹤0.01%
+74
1417
$3.87K ﹤0.01%
+33
1418
$3.87K ﹤0.01%
310
1419
$3.85K ﹤0.01%
13
1420
$3.85K ﹤0.01%
1,000
1421
$3.84K ﹤0.01%
200
1422
$3.82K ﹤0.01%
40
-39
1423
$3.81K ﹤0.01%
26
+2
1424
$3.8K ﹤0.01%
49
1425
$3.79K ﹤0.01%
122
-28
55 56
57
58 59