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
1676
$2.49K ﹤0.01%
47
-15
1677
$2.49K ﹤0.01%
23
+21
1678
$2.48K ﹤0.01%
+66
1679
$2.47K ﹤0.01%
284
1680
$2.46K ﹤0.01%
66
1681
$2.46K ﹤0.01%
54
1682
$2.44K ﹤0.01%
46
1683
$2.43K ﹤0.01%
60
1684
$2.42K ﹤0.01%
+400
1685
$2.42K ﹤0.01%
259
1686
$2.4K ﹤0.01%
52
1687
$2.4K ﹤0.01%
104
1688
$2.39K ﹤0.01%
399
1689
$2.39K ﹤0.01%
48
+3
1690
$2.39K ﹤0.01%
59
1691
$2.37K ﹤0.01%
160
1692
$2.37K ﹤0.01%
81
+63
1693
$2.37K ﹤0.01%
+60
1694
$2.37K ﹤0.01%
427
1695
$2.35K ﹤0.01%
35
-13
1696
$2.35K ﹤0.01%
59
1697
$2.35K ﹤0.01%
62
1698
$2.35K ﹤0.01%
27
1699
$2.33K ﹤0.01%
22
-514
1700
$2.33K ﹤0.01%
+200
66 67
68
69 70