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
1726
$2.16K ﹤0.01%
31
1727
$2.16K ﹤0.01%
65
-184
1728
$2.15K ﹤0.01%
100
1729
$2.15K ﹤0.01%
175
1730
$2.15K ﹤0.01%
64
1731
$2.14K ﹤0.01%
299
1732
$2.14K ﹤0.01%
129
-2,225
1733
$2.13K ﹤0.01%
49
1734
$2.12K ﹤0.01%
+21
1735
$2.12K ﹤0.01%
33
+2
1736
$2.1K ﹤0.01%
50
1737
$2.09K ﹤0.01%
118
1738
$2.08K ﹤0.01%
179
-4
1739
$2.08K ﹤0.01%
39
1740
$2.08K ﹤0.01%
21
1741
$2.07K ﹤0.01%
72
1742
$2.07K ﹤0.01%
44
-13
1743
$2.06K ﹤0.01%
40
+38
1744
$2.06K ﹤0.01%
531
+305
1745
$2.06K ﹤0.01%
123
-29
1746
$2.05K ﹤0.01%
20
+1
1747
$2.05K ﹤0.01%
34
+25
1748
$2.04K ﹤0.01%
79
1749
$2.03K ﹤0.01%
75
-7
1750
$2.03K ﹤0.01%
114
68 69
70
71 72