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
1626
$2.13K ﹤0.01%
51
1627
$2.12K ﹤0.01%
+35
1628
$2.12K ﹤0.01%
+50
1629
$2.11K ﹤0.01%
43
1630
$2.11K ﹤0.01%
32
-19
1631
$2.1K ﹤0.01%
+32
1632
$2.09K ﹤0.01%
203
1633
$2.08K ﹤0.01%
72
1634
$2.08K ﹤0.01%
50
1635
$2.08K ﹤0.01%
+136
1636
$2.07K ﹤0.01%
24
+19
1637
$2.06K ﹤0.01%
14
-80
1638
$2.06K ﹤0.01%
19
+7
1639
$2.06K ﹤0.01%
+222
1640
$2.06K ﹤0.01%
39
1641
$2.04K ﹤0.01%
46
1642
$2.04K ﹤0.01%
56
1643
$2.04K ﹤0.01%
80
+11
1644
$2.04K ﹤0.01%
66
-1
1645
$2.04K ﹤0.01%
38
1646
$2.03K ﹤0.01%
145
1647
$2.02K ﹤0.01%
29
-27
1648
$2.02K ﹤0.01%
24
1649
$2.02K ﹤0.01%
21
+3
1650
$2K ﹤0.01%
399
+39
64 65
66
67 68