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
1676
$1.8K ﹤0.01%
13
1677
$1.8K ﹤0.01%
58
1678
$1.8K ﹤0.01%
72
1679
$1.79K ﹤0.01%
19
1680
$1.79K ﹤0.01%
58
+49
1681
$1.78K ﹤0.01%
61
1682
$1.78K ﹤0.01%
60
1683
$1.78K ﹤0.01%
42
-470
1684
$1.77K ﹤0.01%
62
1685
$1.74K ﹤0.01%
51
1686
$1.73K ﹤0.01%
37
1687
$1.73K ﹤0.01%
195
1688
$1.72K ﹤0.01%
330
1689
$1.71K ﹤0.01%
+28
1690
$1.71K ﹤0.01%
23
1691
$1.71K ﹤0.01%
22
+2
1692
$1.71K ﹤0.01%
65
1693
$1.71K ﹤0.01%
99
1694
$1.71K ﹤0.01%
55
1695
$1.71K ﹤0.01%
79
1696
$1.71K ﹤0.01%
65
1697
$1.7K ﹤0.01%
127
1698
$1.7K ﹤0.01%
100
1699
$1.7K ﹤0.01%
102
1700
$1.69K ﹤0.01%
95
-49
66 67
68
69 70