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
1526
$3.87K ﹤0.01%
56
-14
1527
$3.84K ﹤0.01%
27
1528
$3.83K ﹤0.01%
113
+18
1529
$3.83K ﹤0.01%
43
+6
1530
$3.83K ﹤0.01%
22
+5
1531
$3.8K ﹤0.01%
56
1532
$3.8K ﹤0.01%
+35
1533
$3.75K ﹤0.01%
13
+4
1534
$3.74K ﹤0.01%
80
1535
$3.74K ﹤0.01%
+198
1536
$3.73K ﹤0.01%
74
-71
1537
$3.72K ﹤0.01%
67
1538
$3.7K ﹤0.01%
+120
1539
$3.69K ﹤0.01%
51
+19
1540
$3.69K ﹤0.01%
75
1541
$3.66K ﹤0.01%
122
1542
$3.65K ﹤0.01%
143
+25
1543
$3.64K ﹤0.01%
+300
1544
$3.64K ﹤0.01%
30
1545
$3.63K ﹤0.01%
61
-3
1546
$3.63K ﹤0.01%
240
1547
$3.62K ﹤0.01%
262
1548
$3.61K ﹤0.01%
+39
1549
$3.6K ﹤0.01%
29
+3
1550
$3.54K ﹤0.01%
21
60 61
62
63 64