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
1576
$3.29K ﹤0.01%
64
1577
$3.29K ﹤0.01%
5
1578
$3.28K ﹤0.01%
107
1579
$3.28K ﹤0.01%
70
1580
$3.27K ﹤0.01%
+750
1581
$3.27K ﹤0.01%
35
-4
1582
$3.26K ﹤0.01%
92
+11
1583
$3.25K ﹤0.01%
104
1584
$3.23K ﹤0.01%
18
+2
1585
$3.23K ﹤0.01%
110
-430
1586
$3.23K ﹤0.01%
49
1587
$3.23K ﹤0.01%
174
-63
1588
$3.23K ﹤0.01%
48
+5
1589
$3.22K ﹤0.01%
148
+1
1590
$3.22K ﹤0.01%
5,847
-259
1591
$3.21K ﹤0.01%
80
-19
1592
$3.21K ﹤0.01%
31
+29
1593
$3.2K ﹤0.01%
+117
1594
$3.2K ﹤0.01%
55
+53
1595
$3.18K ﹤0.01%
39
+7
1596
$3.17K ﹤0.01%
70
1597
$3.16K ﹤0.01%
40
1598
$3.15K ﹤0.01%
39
1599
$3.13K ﹤0.01%
78
1600
$3.1K ﹤0.01%
250
62 63
64
65 66