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
1426
$5.1K ﹤0.01%
620
+41
1427
$5.07K ﹤0.01%
90
+47
1428
$5.07K ﹤0.01%
56
+51
1429
$5.04K ﹤0.01%
24
1430
$5.04K ﹤0.01%
1,100
1431
$5.04K ﹤0.01%
118
+16
1432
$5.03K ﹤0.01%
40
-11
1433
$5.02K ﹤0.01%
62
-68
1434
$4.98K ﹤0.01%
176
+26
1435
$4.97K ﹤0.01%
105
-2
1436
$4.96K ﹤0.01%
248
+240
1437
$4.96K ﹤0.01%
214
1438
$4.96K ﹤0.01%
129
+8
1439
$4.91K ﹤0.01%
125
1440
$4.91K ﹤0.01%
179
+54
1441
$4.9K ﹤0.01%
40
+30
1442
$4.89K ﹤0.01%
99
1443
$4.88K ﹤0.01%
547
-48
1444
$4.88K ﹤0.01%
85
1445
$4.88K ﹤0.01%
204
+24
1446
$4.88K ﹤0.01%
84
1447
$4.87K ﹤0.01%
225
1448
$4.85K ﹤0.01%
147
1449
$4.85K ﹤0.01%
+444
1450
$4.85K ﹤0.01%
99
+4
56 57
58
59 60