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
126
$520K 0.15%
902
+632
127
$514K 0.15%
+21,374
128
$513K 0.15%
4,820
+1,827
129
$510K 0.15%
6,154
+871
130
$503K 0.15%
3,615
-2,946
131
$501K 0.15%
749
+75
132
$500K 0.15%
16,013
-165
133
$488K 0.14%
5,255
+2,804
134
$482K 0.14%
4,717
-212
135
$482K 0.14%
19,440
-6,161
136
$481K 0.14%
32,793
+7,509
137
$472K 0.14%
20,856
+18,195
138
$471K 0.14%
1,597
+252
139
$469K 0.14%
18,639
+12,009
140
$467K 0.14%
16,340
+5,937
141
$466K 0.14%
9,486
-351
142
$461K 0.13%
6,099
-1,122
143
$460K 0.13%
9,210
+1,029
144
$457K 0.13%
6,994
-2,288
145
$454K 0.13%
2,030
+178
146
$450K 0.13%
20,723
-2,313
147
$449K 0.13%
7,204
-4,145
148
$446K 0.13%
6,000
-897
149
$445K 0.13%
6,940
+220
150
$442K 0.13%
4,345
+1,466
4 5
6
7 8