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
1701
$1.69K ﹤0.01%
292
1702
$1.68K ﹤0.01%
36
1703
$1.67K ﹤0.01%
27
+6
1704
$1.67K ﹤0.01%
72
1705
$1.67K ﹤0.01%
142
+71
1706
$1.67K ﹤0.01%
25
1707
$1.66K ﹤0.01%
106
1708
$1.65K ﹤0.01%
+45
1709
$1.64K ﹤0.01%
53
1710
$1.64K ﹤0.01%
+36
1711
$1.64K ﹤0.01%
36
1712
$1.63K ﹤0.01%
45
-5
1713
$1.62K ﹤0.01%
+17
1714
$1.62K ﹤0.01%
200
1715
$1.6K ﹤0.01%
92
1716
$1.59K ﹤0.01%
31
1717
$1.59K ﹤0.01%
58
1718
$1.59K ﹤0.01%
47
1719
$1.58K ﹤0.01%
22
1720
$1.58K ﹤0.01%
+75
1721
$1.57K ﹤0.01%
33
1722
$1.57K ﹤0.01%
245
1723
$1.56K ﹤0.01%
92
1724
$1.56K ﹤0.01%
27
-15
1725
$1.56K ﹤0.01%
8
+7
67 68
69
70 71