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
151
$441K 0.13%
4,389
-276
152
$440K 0.13%
4,347
+27
153
$439K 0.13%
7,901
-2,922
154
$438K 0.13%
9,390
+8,790
155
$437K 0.13%
10,358
+9,785
156
$436K 0.13%
12,352
+1,347
157
$432K 0.13%
936
+284
158
$432K 0.13%
34,256
+4,796
159
$423K 0.12%
+7,739
160
$420K 0.12%
18,954
+6,653
161
$420K 0.12%
2,256
+606
162
$417K 0.12%
4,491
-364
163
$405K 0.12%
5,679
-487
164
$398K 0.12%
1,873
+94
165
$396K 0.12%
3,802
-1,307
166
$395K 0.12%
5,832
+1,498
167
$389K 0.11%
12,601
+3,835
168
$385K 0.11%
3,883
-1,695
169
$384K 0.11%
7,331
-6,480
170
$379K 0.11%
+7,367
171
$376K 0.11%
3,713
+1,865
172
$375K 0.11%
+6,054
173
$369K 0.11%
7,720
+2,194
174
$366K 0.11%
19,809
175
$365K 0.11%
1,306
+404
5 6
7
8 9