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
1651
$2.69K ﹤0.01%
19
1652
$2.67K ﹤0.01%
43
+16
1653
$2.67K ﹤0.01%
42
1654
$2.66K ﹤0.01%
66
-12
1655
$2.66K ﹤0.01%
+18
1656
$2.66K ﹤0.01%
25
1657
$2.65K ﹤0.01%
180
1658
$2.64K ﹤0.01%
351
+156
1659
$2.64K ﹤0.01%
21
1660
$2.64K ﹤0.01%
84
-4
1661
$2.63K ﹤0.01%
31
1662
$2.63K ﹤0.01%
51
1663
$2.61K ﹤0.01%
188
1664
$2.61K ﹤0.01%
45
1665
$2.6K ﹤0.01%
88
1666
$2.58K ﹤0.01%
500
1667
$2.58K ﹤0.01%
1,141
+34
1668
$2.56K ﹤0.01%
200
1669
$2.56K ﹤0.01%
112
-213
1670
$2.56K ﹤0.01%
44
1671
$2.53K ﹤0.01%
54
+35
1672
$2.52K ﹤0.01%
163
1673
$2.51K ﹤0.01%
34
1674
$2.49K ﹤0.01%
53
1675
$2.49K ﹤0.01%
39
65 66
67
68 69