FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$4.78M
2
+$3.77M
3
+$3.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.01M

Top Sells

1
+$4.3M
2
+$3.27M
3
+$2.44M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$797K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$656K

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
1726
$1.55K ﹤0.01%
+21
1727
$1.53K ﹤0.01%
100
1728
$1.53K ﹤0.01%
182
1729
$1.53K ﹤0.01%
83
1730
$1.52K ﹤0.01%
160
1731
$1.51K ﹤0.01%
66
1732
$1.51K ﹤0.01%
+40
1733
$1.51K ﹤0.01%
750
1734
$1.51K ﹤0.01%
+32
1735
$1.49K ﹤0.01%
55
+50
1736
$1.49K ﹤0.01%
40
1737
$1.49K ﹤0.01%
9
1738
$1.49K ﹤0.01%
132
1739
$1.48K ﹤0.01%
140
1740
$1.47K ﹤0.01%
183
-6
1741
$1.47K ﹤0.01%
73
-12
1742
$1.47K ﹤0.01%
+36
1743
$1.46K ﹤0.01%
29
1744
$1.46K ﹤0.01%
47
+6
1745
$1.46K ﹤0.01%
6
-55
1746
$1.46K ﹤0.01%
45
+21
1747
$1.45K ﹤0.01%
81
+14
1748
$1.44K ﹤0.01%
26
+4
1749
$1.44K ﹤0.01%
14
1750
$1.43K ﹤0.01%
8
+2
68 69
70
71 72