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
1476
$4.38K ﹤0.01%
98
-507
1477
$4.36K ﹤0.01%
69
1478
$4.35K ﹤0.01%
65
1479
$4.34K ﹤0.01%
+22
1480
$4.34K ﹤0.01%
232
-333
1481
$4.29K ﹤0.01%
94
+36
1482
$4.26K ﹤0.01%
+162
1483
$4.26K ﹤0.01%
230
1484
$4.25K ﹤0.01%
48
1485
$4.22K ﹤0.01%
+122
1486
$4.2K ﹤0.01%
50
1487
$4.19K ﹤0.01%
102
-747
1488
$4.19K ﹤0.01%
+49
1489
$4.18K ﹤0.01%
138
+100
1490
$4.17K ﹤0.01%
87
+64
1491
$4.16K ﹤0.01%
48
-1
1492
$4.16K ﹤0.01%
+460
1493
$4.14K ﹤0.01%
326
1494
$4.12K ﹤0.01%
155
-159
1495
$4.1K ﹤0.01%
49
+1
1496
$4.1K ﹤0.01%
300
1497
$4.1K ﹤0.01%
63
+23
1498
$4.09K ﹤0.01%
121
+55
1499
$4.08K ﹤0.01%
352
1500
$4.08K ﹤0.01%
153
+7
58 59
60
61 62