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
1751
$1.43K ﹤0.01%
62
1752
$1.43K ﹤0.01%
28
1753
$1.43K ﹤0.01%
22
-2
1754
$1.42K ﹤0.01%
7
+6
1755
$1.41K ﹤0.01%
37
+18
1756
$1.4K ﹤0.01%
114
1757
$1.4K ﹤0.01%
30
1758
$1.39K ﹤0.01%
+45
1759
$1.39K ﹤0.01%
+97
1760
$1.38K ﹤0.01%
22
1761
$1.37K ﹤0.01%
40
1762
$1.37K ﹤0.01%
53
-31
1763
$1.37K ﹤0.01%
440
1764
$1.37K ﹤0.01%
38
+33
1765
$1.36K ﹤0.01%
5
1766
$1.36K ﹤0.01%
+30
1767
$1.36K ﹤0.01%
+204
1768
$1.36K ﹤0.01%
7
1769
$1.36K ﹤0.01%
98
1770
$1.34K ﹤0.01%
+11
1771
$1.33K ﹤0.01%
21
-25
1772
$1.33K ﹤0.01%
40
1773
$1.32K ﹤0.01%
+10
1774
$1.32K ﹤0.01%
50
1775
$1.32K ﹤0.01%
16
+15
69 70
71
72 73