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
1501
$4.08K ﹤0.01%
159
1502
$4.04K ﹤0.01%
128
1503
$4.04K ﹤0.01%
93
-2,716
1504
$4.04K ﹤0.01%
37
1505
$4.03K ﹤0.01%
128
1506
$4.03K ﹤0.01%
54
+39
1507
$4.02K ﹤0.01%
70
1508
$3.99K ﹤0.01%
21
+5
1509
$3.97K ﹤0.01%
53
-1,006
1510
$3.95K ﹤0.01%
134
1511
$3.95K ﹤0.01%
85
+60
1512
$3.94K ﹤0.01%
57
1513
$3.93K ﹤0.01%
461
1514
$3.93K ﹤0.01%
333
+1
1515
$3.91K ﹤0.01%
41
+1
1516
$3.91K ﹤0.01%
187
1517
$3.91K ﹤0.01%
270
1518
$3.9K ﹤0.01%
72
+12
1519
$3.9K ﹤0.01%
81
-3
1520
$3.9K ﹤0.01%
74
+40
1521
$3.9K ﹤0.01%
45
+34
1522
$3.9K ﹤0.01%
52
1523
$3.89K ﹤0.01%
100
1524
$3.89K ﹤0.01%
113
1525
$3.87K ﹤0.01%
150
59 60
61
62 63