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
1476
$3.16K ﹤0.01%
146
+105
1477
$3.15K ﹤0.01%
70
1478
$3.14K ﹤0.01%
30
1479
$3.13K ﹤0.01%
43
+1
1480
$3.12K ﹤0.01%
789
1481
$3.11K ﹤0.01%
440
1482
$3.09K ﹤0.01%
+61
1483
$3.07K ﹤0.01%
24
1484
$3.07K ﹤0.01%
37
-372
1485
$3.07K ﹤0.01%
208
+53
1486
$3.07K ﹤0.01%
+67
1487
$3.06K ﹤0.01%
48
+13
1488
$3.06K ﹤0.01%
+78
1489
$3.05K ﹤0.01%
50
1490
$3.05K ﹤0.01%
39
1491
$3.05K ﹤0.01%
40
1492
$3.04K ﹤0.01%
174
1493
$3.04K ﹤0.01%
32
1494
$3.04K ﹤0.01%
30
1495
$3.02K ﹤0.01%
+60
1496
$3.01K ﹤0.01%
22
1497
$3K ﹤0.01%
21
1498
$3K ﹤0.01%
322
1499
$2.98K ﹤0.01%
118
+28
1500
$2.97K ﹤0.01%
399
58 59
60
61 62