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
1626
$2.9K ﹤0.01%
43
+13
1627
$2.9K ﹤0.01%
79
-5
1628
$2.9K ﹤0.01%
106
-221
1629
$2.9K ﹤0.01%
789
1630
$2.88K ﹤0.01%
67
+7
1631
$2.86K ﹤0.01%
100
1632
$2.86K ﹤0.01%
24
1633
$2.85K ﹤0.01%
29
1634
$2.85K ﹤0.01%
28
-25
1635
$2.85K ﹤0.01%
25
+1
1636
$2.84K ﹤0.01%
+47
1637
$2.83K ﹤0.01%
74
1638
$2.8K ﹤0.01%
90
1639
$2.79K ﹤0.01%
75
1640
$2.79K ﹤0.01%
292
1641
$2.79K ﹤0.01%
398
-1,162
1642
$2.78K ﹤0.01%
225
1643
$2.78K ﹤0.01%
462
+63
1644
$2.77K ﹤0.01%
225
1645
$2.77K ﹤0.01%
155
+82
1646
$2.75K ﹤0.01%
207
-1
1647
$2.75K ﹤0.01%
14
1648
$2.73K ﹤0.01%
50
1649
$2.7K ﹤0.01%
67
+27
1650
$2.69K ﹤0.01%
181
64 65
66
67 68