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
1601
$3.1K ﹤0.01%
450
1602
$3.09K ﹤0.01%
52
+18
1603
$3.09K ﹤0.01%
46
+43
1604
$3.08K ﹤0.01%
71
1605
$3.07K ﹤0.01%
21
1606
$3.06K ﹤0.01%
70
1607
$3.04K ﹤0.01%
300
1608
$3.03K ﹤0.01%
67
1609
$3.03K ﹤0.01%
51
+11
1610
$3.02K ﹤0.01%
102
1611
$3K ﹤0.01%
+209
1612
$3K ﹤0.01%
32
1613
$3K ﹤0.01%
219
1614
$2.99K ﹤0.01%
+61
1615
$2.98K ﹤0.01%
+60
1616
$2.96K ﹤0.01%
146
1617
$2.96K ﹤0.01%
440
1618
$2.96K ﹤0.01%
53
-994
1619
$2.96K ﹤0.01%
174
1620
$2.95K ﹤0.01%
60
1621
$2.93K ﹤0.01%
171
1622
$2.92K ﹤0.01%
56
1623
$2.91K ﹤0.01%
16
-166
1624
$2.91K ﹤0.01%
+42
1625
$2.9K ﹤0.01%
21
63 64
65
66 67