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
1551
$2.56K ﹤0.01%
25
1552
$2.56K ﹤0.01%
40
1553
$2.55K ﹤0.01%
50
1554
$2.55K ﹤0.01%
81
+41
1555
$2.55K ﹤0.01%
37
-257
1556
$2.54K ﹤0.01%
188
1557
$2.53K ﹤0.01%
129
+39
1558
$2.53K ﹤0.01%
44
1559
$2.52K ﹤0.01%
11
+10
1560
$2.5K ﹤0.01%
40
1561
$2.5K ﹤0.01%
84
+50
1562
$2.5K ﹤0.01%
+59
1563
$2.47K ﹤0.01%
200
1564
$2.46K ﹤0.01%
60
1565
$2.46K ﹤0.01%
259
1566
$2.44K ﹤0.01%
42
+33
1567
$2.44K ﹤0.01%
56
+44
1568
$2.43K ﹤0.01%
427
1569
$2.42K ﹤0.01%
25
-7
1570
$2.41K ﹤0.01%
219
+124
1571
$2.4K ﹤0.01%
+53
1572
$2.4K ﹤0.01%
50
1573
$2.4K ﹤0.01%
100
1574
$2.39K ﹤0.01%
72
1575
$2.39K ﹤0.01%
39
61 62
63
64 65