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
1451
$4.84K ﹤0.01%
92
1452
$4.76K ﹤0.01%
293
-39
1453
$4.74K ﹤0.01%
62
+19
1454
$4.73K ﹤0.01%
242
-1,898
1455
$4.71K ﹤0.01%
83
-75
1456
$4.7K ﹤0.01%
247
-1,094
1457
$4.69K ﹤0.01%
89
1458
$4.65K ﹤0.01%
88
+43
1459
$4.61K ﹤0.01%
14
+5
1460
$4.59K ﹤0.01%
92
1461
$4.57K ﹤0.01%
121
-1
1462
$4.57K ﹤0.01%
177
1463
$4.56K ﹤0.01%
850
1464
$4.56K ﹤0.01%
+2,100
1465
$4.56K ﹤0.01%
89
1466
$4.55K ﹤0.01%
+500
1467
$4.55K ﹤0.01%
86
-5,035
1468
$4.54K ﹤0.01%
101
1469
$4.51K ﹤0.01%
2,118
-215
1470
$4.51K ﹤0.01%
104
-56
1471
$4.48K ﹤0.01%
186
1472
$4.48K ﹤0.01%
48
1473
$4.48K ﹤0.01%
70
+38
1474
$4.44K ﹤0.01%
86
1475
$4.43K ﹤0.01%
13
57 58
59
60 61