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
1401
$5.38K ﹤0.01%
20
1402
$5.37K ﹤0.01%
91
+2
1403
$5.35K ﹤0.01%
95
1404
$5.34K ﹤0.01%
100
-20
1405
$5.31K ﹤0.01%
90
1406
$5.3K ﹤0.01%
43
+24
1407
$5.3K ﹤0.01%
56
+1
1408
$5.3K ﹤0.01%
160
1409
$5.3K ﹤0.01%
90
-1,687
1410
$5.29K ﹤0.01%
67
1411
$5.27K ﹤0.01%
52
1412
$5.27K ﹤0.01%
241
1413
$5.25K ﹤0.01%
4
-2
1414
$5.24K ﹤0.01%
311
1415
$5.23K ﹤0.01%
1,000
1416
$5.22K ﹤0.01%
+158
1417
$5.19K ﹤0.01%
177
1418
$5.17K ﹤0.01%
204
+151
1419
$5.16K ﹤0.01%
175
+1
1420
$5.16K ﹤0.01%
47
-40
1421
$5.15K ﹤0.01%
227
+98
1422
$5.14K ﹤0.01%
179
1423
$5.13K ﹤0.01%
283
+24
1424
$5.13K ﹤0.01%
74
-31
1425
$5.12K ﹤0.01%
52
+15
55 56
57
58 59