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 | |
|---|---|---|---|---|---|---|
1576
EastGroup Properties
EGP
$8.74B
| $1.33K | ﹤0.01% |
+9
| New | +$1.33K |
|
1577
ALPS Disruptive Technologies ETF
DTEC
$86.4M
| $1.33K | ﹤0.01% |
+40
| New | +$1.33K |
|
1578
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
| $1.33K | ﹤0.01% |
+3
| New | +$1.33K |
|
|
PNNT
1579
Pennant Park Investment Corp
PNNT
$469M
| $1.33K | ﹤0.01% |
+230
| New | +$1.33K |
|
1580
Newmark Group
NMRK
$3.33B
| $1.32K | ﹤0.01% |
+166
| New | +$1.32K |
|
1581
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.17B
| $1.32K | ﹤0.01% |
+37
| New | +$1.32K |
|
1582
Alpha Metallurgical Resources
AMR
$1.83B
| $1.32K | ﹤0.01% |
+9
| New | +$1.32K |
|
1583
Wayfair
W
$11.1B
| $1.32K | ﹤0.01% |
+40
| New | +$1.32K |
|
1584
Unity
U
$18.8B
| $1.32K | ﹤0.01% |
+46
| New | +$1.32K |
|
1585
Alpha and Omega Semiconductor
AOSL
$836M
| $1.31K | ﹤0.01% |
+46
| New | +$1.31K |
|
1586
PAR Technology
PAR
$1.89B
| $1.3K | ﹤0.01% |
+50
| New | +$1.3K |
|
1587
Mercury Insurance
MCY
$4.27B
| $1.3K | ﹤0.01% |
+38
| New | +$1.3K |
|
1588
Trade Desk
TTD
$23.4B
| $1.3K | ﹤0.01% |
+29
| New | +$1.3K |
|
1589
Idacorp
IDA
$6.74B
| $1.29K | ﹤0.01% |
+12
| New | +$1.29K |
|
1590
Peloton Interactive
PTON
$3.2B
| $1.29K | ﹤0.01% |
+162
| New | +$1.29K |
|
1591
AerCap
AER
$21.5B
| $1.28K | ﹤0.01% |
+22
| New | +$1.28K |
|
1592
3D Systems Corporation
DDD
$278M
| $1.28K | ﹤0.01% |
+173
| New | +$1.28K |
|
|
TXNM
1593
TXNM Energy, Inc.
TXNM
$6B
| $1.27K | ﹤0.01% |
+26
| New | +$1.27K |
|
|
VSTO
1594
DELISTED
Vista Outdoor Inc.
VSTO
| $1.27K | ﹤0.01% |
+52
| New | +$1.27K |
|
1595
Embecta
EMBC
$878M
| $1.27K | ﹤0.01% |
+50
| New | +$1.27K |
|
1596
Northwest Bancshares
NWBI
$1.83B
| $1.26K | ﹤0.01% |
+90
| New | +$1.26K |
|
1597
Intapp
INTA
$3.63B
| $1.25K | ﹤0.01% |
+50
| New | +$1.25K |
|
1598
Enhabit
EHAB
$388M
| $1.24K | ﹤0.01% |
+94
| New | +$1.24K |
|
1599
Carlyle Group
CG
$23.4B
| $1.22K | ﹤0.01% |
+41
| New | +$1.22K |
|
1600
FIVE9
FIVN
$2B
| $1.22K | ﹤0.01% |
+18
| New | +$1.22K |
|