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
1651
$1.99K ﹤0.01%
181
1652
$1.98K ﹤0.01%
100
1653
$1.98K ﹤0.01%
58
1654
$1.97K ﹤0.01%
19
1655
$1.96K ﹤0.01%
125
1656
$1.96K ﹤0.01%
83
1657
$1.95K ﹤0.01%
175
1658
$1.94K ﹤0.01%
55
1659
$1.94K ﹤0.01%
39
1660
$1.93K ﹤0.01%
39
1661
$1.93K ﹤0.01%
366
-537
1662
$1.89K ﹤0.01%
180
1663
$1.89K ﹤0.01%
118
1664
$1.87K ﹤0.01%
79
1665
$1.86K ﹤0.01%
+40
1666
$1.86K ﹤0.01%
52
-6
1667
$1.85K ﹤0.01%
173
1668
$1.85K ﹤0.01%
146
1669
$1.85K ﹤0.01%
+50
1670
$1.85K ﹤0.01%
13
-4
1671
$1.84K ﹤0.01%
142
1672
$1.84K ﹤0.01%
230
1673
$1.83K ﹤0.01%
99
+19
1674
$1.83K ﹤0.01%
34
1675
$1.83K ﹤0.01%
+34
65 66
67
68 69