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
1451
$3.41K ﹤0.01%
+75
1452
$3.4K ﹤0.01%
+76
1453
$3.36K ﹤0.01%
+37
1454
$3.35K ﹤0.01%
150
1455
$3.35K ﹤0.01%
44
+34
1456
$3.32K ﹤0.01%
112
+111
1457
$3.32K ﹤0.01%
+148
1458
$3.31K ﹤0.01%
+95
1459
$3.3K ﹤0.01%
57
1460
$3.29K ﹤0.01%
+21
1461
$3.26K ﹤0.01%
56
1462
$3.25K ﹤0.01%
82
-61
1463
$3.25K ﹤0.01%
62
+25
1464
$3.21K ﹤0.01%
104
1465
$3.21K ﹤0.01%
+39
1466
$3.21K ﹤0.01%
16
1467
$3.2K ﹤0.01%
80
1468
$3.2K ﹤0.01%
+147
1469
$3.19K ﹤0.01%
2,452
1470
$3.18K ﹤0.01%
74
1471
$3.17K ﹤0.01%
200
1472
$3.17K ﹤0.01%
159
1473
$3.17K ﹤0.01%
34
1474
$3.17K ﹤0.01%
70
1475
$3.16K ﹤0.01%
+78
57 58
59
60 61