FFA
Farther Finance Advisors Portfolio holdings
AUM
$4.99B
1-Year Return
14.78%
This Quarter Return
+8.51%
1 Year Return
+14.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
–
Cap. Flow
+$258M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.56%
Holding
2,201
New
2,170
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$16.7M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$12.7M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$9.58M |
| 4 |
Chevron
CVX
|
+$7.98M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$7.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.97% |
| 2 | Technology | 5.37% |
| 3 | Healthcare | 4.55% |
| 4 | Energy | 4.15% |
| 5 | Consumer Discretionary | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Healthcare Services Group
HCSG
$1.15B
| $1.45K | ﹤0.01% |
+121
| New | +$1.45K |
|
1552
Service Corp International
SCI
$10.9B
| $1.45K | ﹤0.01% |
+21
| New | +$1.45K |
|
1553
East-West Bancorp
EWBC
$14.9B
| $1.45K | ﹤0.01% |
+22
| New | +$1.45K |
|
1554
Revolve Group
RVLV
$1.66B
| $1.45K | ﹤0.01% |
+65
| New | +$1.45K |
|
1555
Boot Barn
BOOT
$5.6B
| $1.44K | ﹤0.01% |
+23
| New | +$1.44K |
|
1556
IDT Corp
IDT
$1.61B
| $1.44K | ﹤0.01% |
+51
| New | +$1.44K |
|
1557
MasterBrand
MBC
$1.64B
| $1.43K | ﹤0.01% |
+189
| New | +$1.43K |
|
1558
Atea Pharmaceuticals
AVIR
$248M
| $1.42K | ﹤0.01% |
+296
| New | +$1.42K |
|
1559
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.86B
| $1.42K | ﹤0.01% |
+69
| New | +$1.42K |
|
1560
Par Pacific Holdings
PARR
$1.71B
| $1.42K | ﹤0.01% |
+61
| New | +$1.42K |
|
1561
First Bancorp
FBP
$3.5B
| $1.41K | ﹤0.01% |
+111
| New | +$1.41K |
|
1562
Graco
GGG
$14B
| $1.41K | ﹤0.01% |
+21
| New | +$1.41K |
|
1563
Hillenbrand
HI
$1.76B
| $1.41K | ﹤0.01% |
+33
| New | +$1.41K |
|
1564
Crown Holdings
CCK
$10.9B
| $1.4K | ﹤0.01% |
+17
| New | +$1.4K |
|
1565
NiSource
NI
$19.1B
| $1.4K | ﹤0.01% |
+51
| New | +$1.4K |
|
1566
Titan International
TWI
$542M
| $1.39K | ﹤0.01% |
+91
| New | +$1.39K |
|
1567
Encore Capital Group
ECPG
$993M
| $1.39K | ﹤0.01% |
+29
| New | +$1.39K |
|
1568
Mativ Holdings
MATV
$654M
| $1.38K | ﹤0.01% |
+66
| New | +$1.38K |
|
1569
Diana Shipping
DSX
$215M
| $1.37K | ﹤0.01% |
+440
| New | +$1.37K |
|
1570
Ubiquiti
UI
$36.6B
| $1.37K | ﹤0.01% |
+5
| New | +$1.37K |
|
1571
DoorDash
DASH
$110B
| $1.37K | ﹤0.01% |
+28
| New | +$1.37K |
|
1572
HNI Corp
HNI
$2.06B
| $1.37K | ﹤0.01% |
+48
| New | +$1.37K |
|
1573
Hancock Whitney
HWC
$5.35B
| $1.36K | ﹤0.01% |
+28
| New | +$1.36K |
|
1574
BlueLinx
BXC
$621M
| $1.35K | ﹤0.01% |
+19
| New | +$1.35K |
|
1575
Phibro Animal Health
PAHC
$1.66B
| $1.34K | ﹤0.01% |
+100
| New | +$1.34K |
|