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
1501
$2.96K ﹤0.01%
300
1502
$2.95K ﹤0.01%
100
1503
$2.94K ﹤0.01%
225
1504
$2.94K ﹤0.01%
75
1505
$2.94K ﹤0.01%
1,100
1506
$2.94K ﹤0.01%
177
1507
$2.93K ﹤0.01%
1,107
+221
1508
$2.93K ﹤0.01%
+139
1509
$2.92K ﹤0.01%
47
+39
1510
$2.91K ﹤0.01%
100
1511
$2.9K ﹤0.01%
45
1512
$2.88K ﹤0.01%
81
+34
1513
$2.88K ﹤0.01%
65
+4
1514
$2.87K ﹤0.01%
9
+2
1515
$2.87K ﹤0.01%
90
1516
$2.87K ﹤0.01%
84
1517
$2.86K ﹤0.01%
39
+6
1518
$2.84K ﹤0.01%
+14
1519
$2.84K ﹤0.01%
21
1520
$2.83K ﹤0.01%
29
1521
$2.83K ﹤0.01%
284
1522
$2.81K ﹤0.01%
64
1523
$2.79K ﹤0.01%
42
1524
$2.79K ﹤0.01%
152
+88
1525
$2.77K ﹤0.01%
88
+45
59 60
61
62 63