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
126
$691K 0.15%
7,083
+5,728
127
$688K 0.15%
3,716
+628
128
$688K 0.15%
17,600
+960
129
$683K 0.15%
13,041
+3,555
130
$677K 0.15%
+21,009
131
$659K 0.14%
4,893
+905
132
$659K 0.14%
5,962
+3,612
133
$651K 0.14%
7,740
-206
134
$648K 0.14%
17,680
+2,302
135
$646K 0.14%
26,606
+5,232
136
$643K 0.14%
9,842
+9,806
137
$633K 0.14%
15,281
-6,920
138
$630K 0.14%
13,682
+166
139
$619K 0.14%
13,283
-8,617
140
$614K 0.13%
5,325
+505
141
$612K 0.13%
3,850
+3,350
142
$603K 0.13%
1,156
+254
143
$597K 0.13%
2,645
+2,211
144
$592K 0.13%
33,921
-11,817
145
$577K 0.13%
33,420
+98
146
$564K 0.12%
15,696
-438
147
$561K 0.12%
6,486
-971
148
$559K 0.12%
21,966
+2,526
149
$551K 0.12%
16,025
+12
150
$549K 0.12%
20,695
+2,056
4 5
6
7 8