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
$2.06B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$13M
3 +$11.3M
4
NVDA icon
NVIDIA
NVDA
+$10.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.91M

Top Sells

1 +$3.65M
2 +$2.6M
3 +$1.87M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.49M
5
BIBL icon
Inspire 100 ETF
BIBL
+$1.47M

Sector Composition

1 Technology 14.29%
2 Financials 4.7%
3 Healthcare 3.92%
4 Consumer Discretionary 3.57%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$2.2M 0.11%
34,820
+1,155
152
$2.2M 0.11%
47,659
+11,896
153
$2.17M 0.11%
67,522
+24,763
154
$2.17M 0.11%
24,142
-1,463
155
$2.14M 0.1%
42,897
-209
156
$2.13M 0.1%
6,463
+503
157
$2.13M 0.1%
24,492
+229
158
$2.12M 0.1%
17,919
+3,280
159
$2.12M 0.1%
75,264
-1,010
160
$2.1M 0.1%
41,376
+5,047
161
$2.1M 0.1%
114,484
-5,750
162
$2.09M 0.1%
20,616
+2,847
163
$2.09M 0.1%
28,857
+367
164
$2.08M 0.1%
41,475
+24,301
165
$2.07M 0.1%
4,634
+1,228
166
$2.06M 0.1%
58,660
-2,773
167
$2.04M 0.1%
54,105
+2,424
168
$2.02M 0.1%
4,321
+581
169
$2M 0.1%
15,211
+11,579
170
$2M 0.1%
+101,591
171
$2M 0.1%
77,499
-14,139
172
$2M 0.1%
95,268
+35,346
173
$1.95M 0.09%
26,599
-1,243
174
$1.92M 0.09%
10,963
+1,668
175
$1.9M 0.09%
3,376
-17