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
1426
$3.79K ﹤0.01%
67
-67
1427
$3.77K ﹤0.01%
+200
1428
$3.76K ﹤0.01%
26
-14
1429
$3.75K ﹤0.01%
175
1430
$3.74K ﹤0.01%
23
+4
1431
$3.73K ﹤0.01%
240
1432
$3.72K ﹤0.01%
150
1433
$3.72K ﹤0.01%
52
1434
$3.69K ﹤0.01%
64
1435
$3.69K ﹤0.01%
352
-90
1436
$3.63K ﹤0.01%
64
+3
1437
$3.61K ﹤0.01%
86
1438
$3.59K ﹤0.01%
35
1439
$3.58K ﹤0.01%
55
1440
$3.53K ﹤0.01%
450
1441
$3.51K ﹤0.01%
5
1442
$3.51K ﹤0.01%
225
1443
$3.5K ﹤0.01%
3
1444
$3.49K ﹤0.01%
51
+17
1445
$3.48K ﹤0.01%
128
1446
$3.48K ﹤0.01%
+54
1447
$3.46K ﹤0.01%
27
1448
$3.42K ﹤0.01%
100
1449
$3.42K ﹤0.01%
102
+91
1450
$3.41K ﹤0.01%
+144
56 57
58
59 60