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 | |
|---|---|---|---|---|---|---|
1601
Hanover Insurance
THG
$6.36B
| $1.22K | ﹤0.01% |
+9
| New | +$1.22K |
|
|
GLOP
1602
DELISTED
GASLOG PARTNERS LP
GLOP
| $1.21K | ﹤0.01% |
+182
| New | +$1.21K |
|
1603
Graham Holdings Company
GHC
$4.97B
| $1.21K | ﹤0.01% |
+2
| New | +$1.21K |
|
1604
American Homes 4 Rent
AMH
$12.8B
| $1.21K | ﹤0.01% |
+40
| New | +$1.21K |
|
1605
Stewart Information Services
STC
$2.1B
| $1.2K | ﹤0.01% |
+28
| New | +$1.2K |
|
1606
Masimo
MASI
$8.08B
| $1.18K | ﹤0.01% |
+8
| New | +$1.18K |
|
1607
Tronox
TROX
$755M
| $1.18K | ﹤0.01% |
+86
| New | +$1.18K |
|
1608
Thryv Holdings
THRY
$572M
| $1.18K | ﹤0.01% |
+62
| New | +$1.18K |
|
1609
Pacer Industrial Real Estate ETF
INDS
$124M
| $1.18K | ﹤0.01% |
+32
| New | +$1.18K |
|
1610
Usana Health Sciences
USNA
$565M
| $1.17K | ﹤0.01% |
+22
| New | +$1.17K |
|
1611
Murphy Oil
MUR
$3.61B
| $1.16K | ﹤0.01% |
+27
| New | +$1.16K |
|
1612
Qiagen
QGEN
$10.2B
| $1.15K | ﹤0.01% |
+22
| New | +$1.15K |
|
|
NOVA
1613
DELISTED
Sunnova Energy
NOVA
| $1.15K | ﹤0.01% |
+64
| New | +$1.15K |
|
|
OXLC
1614
Oxford Lane Capital
OXLC
$1.64B
| $1.15K | ﹤0.01% |
+226
| New | +$1.15K |
|
|
JKS
1615
JinkoSolar
JKS
$1.26B
| $1.15K | ﹤0.01% |
+28
| New | +$1.15K |
|
1616
Thomson Reuters
TRI
$79.2B
| $1.14K | ﹤0.01% |
+10
| New | +$1.14K |
|
1617
Consolidated Water Co
CWCO
$534M
| $1.14K | ﹤0.01% |
+77
| New | +$1.14K |
|
1618
Adeia
ADEA
$1.68B
| $1.14K | ﹤0.01% |
+120
| New | +$1.14K |
|
1619
BioMarin Pharmaceuticals
BMRN
$10.7B
| $1.14K | ﹤0.01% |
+11
| New | +$1.14K |
|
|
CIM
1620
Chimera Investment
CIM
$1.18B
| $1.14K | ﹤0.01% |
+69
| New | +$1.14K |
|
1621
Methanex
MEOH
$3.02B
| $1.14K | ﹤0.01% |
+30
| New | +$1.14K |
|
1622
NBT Bancorp
NBTB
$2.3B
| $1.13K | ﹤0.01% |
+26
| New | +$1.13K |
|
1623
TG Therapeutics
TGTX
$5.08B
| $1.12K | ﹤0.01% |
+95
| New | +$1.12K |
|
|
SHYF
1624
DELISTED
The Shyft Group
SHYF
| $1.12K | ﹤0.01% |
+45
| New | +$1.12K |
|
1625
First Merchants
FRME
$2.36B
| $1.11K | ﹤0.01% |
+27
| New | +$1.11K |
|