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
1701
$2.33K ﹤0.01%
105
-43
1702
$2.32K ﹤0.01%
72
1703
$2.32K ﹤0.01%
40
1704
$2.32K ﹤0.01%
39
1705
$2.31K ﹤0.01%
+114
1706
$2.31K ﹤0.01%
202
1707
$2.28K ﹤0.01%
51
+15
1708
$2.28K ﹤0.01%
+36
1709
$2.27K ﹤0.01%
44
+21
1710
$2.27K ﹤0.01%
11
1711
$2.27K ﹤0.01%
36
-8
1712
$2.26K ﹤0.01%
+38
1713
$2.26K ﹤0.01%
133
1714
$2.26K ﹤0.01%
50
1715
$2.25K ﹤0.01%
51
1716
$2.25K ﹤0.01%
101
1717
$2.24K ﹤0.01%
+32
1718
$2.21K ﹤0.01%
203
1719
$2.21K ﹤0.01%
208
+28
1720
$2.21K ﹤0.01%
33
-6
1721
$2.2K ﹤0.01%
+11
1722
$2.19K ﹤0.01%
80
1723
$2.18K ﹤0.01%
19
1724
$2.17K ﹤0.01%
122
+8
1725
$2.16K ﹤0.01%
59
+53
67 68
69
70 71