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
1526
$2.75K ﹤0.01%
55
1527
$2.73K ﹤0.01%
43
+15
1528
$2.73K ﹤0.01%
262
1529
$2.73K ﹤0.01%
59
-38
1530
$2.73K ﹤0.01%
59
+54
1531
$2.71K ﹤0.01%
125
1532
$2.71K ﹤0.01%
66
1533
$2.69K ﹤0.01%
58
1534
$2.69K ﹤0.01%
37
-118
1535
$2.67K ﹤0.01%
51
1536
$2.67K ﹤0.01%
88
1537
$2.65K ﹤0.01%
42
+23
1538
$2.65K ﹤0.01%
21
1539
$2.63K ﹤0.01%
70
1540
$2.63K ﹤0.01%
96
1541
$2.62K ﹤0.01%
16
-32
1542
$2.62K ﹤0.01%
19
1543
$2.62K ﹤0.01%
27
+22
1544
$2.6K ﹤0.01%
163
1545
$2.58K ﹤0.01%
+31
1546
$2.58K ﹤0.01%
60
+53
1547
$2.57K ﹤0.01%
70
1548
$2.57K ﹤0.01%
57
+46
1549
$2.57K ﹤0.01%
500
1550
$2.56K ﹤0.01%
160
60 61
62
63 64