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
1576
$2.38K ﹤0.01%
171
1577
$2.37K ﹤0.01%
32
1578
$2.37K ﹤0.01%
+133
1579
$2.36K ﹤0.01%
299
1580
$2.35K ﹤0.01%
65
1581
$2.35K ﹤0.01%
175
1582
$2.34K ﹤0.01%
202
1583
$2.34K ﹤0.01%
71
1584
$2.33K ﹤0.01%
+30
1585
$2.33K ﹤0.01%
+44
1586
$2.33K ﹤0.01%
19
1587
$2.32K ﹤0.01%
114
1588
$2.32K ﹤0.01%
32
+4
1589
$2.32K ﹤0.01%
51
-64
1590
$2.31K ﹤0.01%
+45
1591
$2.29K ﹤0.01%
10
-2
1592
$2.27K ﹤0.01%
47
-40
1593
$2.27K ﹤0.01%
+17
1594
$2.27K ﹤0.01%
+80
1595
$2.26K ﹤0.01%
48
-37
1596
$2.25K ﹤0.01%
39
+35
1597
$2.24K ﹤0.01%
+104
1598
$2.24K ﹤0.01%
50
1599
$2.24K ﹤0.01%
141
-13
1600
$2.24K ﹤0.01%
31
62 63
64
65 66