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
1601
$2.23K ﹤0.01%
+7
1602
$2.23K ﹤0.01%
27
+10
1603
$2.23K ﹤0.01%
53
+32
1604
$2.22K ﹤0.01%
10
1605
$2.22K ﹤0.01%
36
+20
1606
$2.22K ﹤0.01%
31
1607
$2.22K ﹤0.01%
19
1608
$2.21K ﹤0.01%
114
1609
$2.21K ﹤0.01%
90
-51
1610
$2.21K ﹤0.01%
54
1611
$2.2K ﹤0.01%
56
1612
$2.19K ﹤0.01%
9
1613
$2.19K ﹤0.01%
45
+19
1614
$2.19K ﹤0.01%
101
1615
$2.18K ﹤0.01%
60
1616
$2.17K ﹤0.01%
53
+30
1617
$2.16K ﹤0.01%
+47
1618
$2.16K ﹤0.01%
180
-9
1619
$2.16K ﹤0.01%
65
-367
1620
$2.15K ﹤0.01%
52
1621
$2.15K ﹤0.01%
40
1622
$2.14K ﹤0.01%
71
1623
$2.14K ﹤0.01%
71
1624
$2.13K ﹤0.01%
314
1625
$2.13K ﹤0.01%
49
63 64
65
66 67