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
1551
$3.53K ﹤0.01%
95
1552
$3.53K ﹤0.01%
80
+15
1553
$3.52K ﹤0.01%
35
1554
$3.51K ﹤0.01%
19
-4
1555
$3.5K ﹤0.01%
54
1556
$3.46K ﹤0.01%
55
1557
$3.45K ﹤0.01%
76
+29
1558
$3.45K ﹤0.01%
73
1559
$3.44K ﹤0.01%
48
+6
1560
$3.43K ﹤0.01%
128
-356
1561
$3.42K ﹤0.01%
11
+7
1562
$3.42K ﹤0.01%
144
1563
$3.42K ﹤0.01%
303
+208
1564
$3.41K ﹤0.01%
81
1565
$3.4K ﹤0.01%
175
1566
$3.4K ﹤0.01%
200
1567
$3.39K ﹤0.01%
19
1568
$3.38K ﹤0.01%
150
1569
$3.38K ﹤0.01%
17
+14
1570
$3.34K ﹤0.01%
112
1571
$3.33K ﹤0.01%
23
+10
1572
$3.33K ﹤0.01%
84
1573
$3.32K ﹤0.01%
+31
1574
$3.32K ﹤0.01%
63
-11
1575
$3.31K ﹤0.01%
+125
61 62
63
64 65