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
151
$549K 0.12%
+33,690
152
$546K 0.12%
6,290
-650
153
$544K 0.12%
9,480
+10
154
$539K 0.12%
780
+31
155
$531K 0.12%
15,871
+6,864
156
$526K 0.11%
1,692
+95
157
$522K 0.11%
+10,375
158
$511K 0.11%
436
+433
159
$504K 0.11%
5,148
-1,818
160
$503K 0.11%
6,529
+199
161
$501K 0.11%
+10,000
162
$497K 0.11%
9,308
+5,266
163
$494K 0.11%
30,948
-117
164
$489K 0.11%
4,862
+473
165
$483K 0.11%
20,418
-438
166
$481K 0.11%
6,819
+5,816
167
$471K 0.1%
31,100
-3,156
168
$461K 0.1%
2,166
+136
169
$460K 0.1%
4,948
+1,322
170
$459K 0.1%
1,728
+714
171
$448K 0.1%
5,964
-135
172
$446K 0.1%
7,417
-484
173
$437K 0.1%
1,966
+838
174
$434K 0.09%
6,758
-236
175
$432K 0.09%
8,510
-1,847
5 6
7
8 9