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
1751
$2.03K ﹤0.01%
45
1752
$2.02K ﹤0.01%
+100
1753
$2K ﹤0.01%
11
-14
1754
$1.99K ﹤0.01%
125
1755
$1.99K ﹤0.01%
70
-232
1756
$1.98K ﹤0.01%
35
+24
1757
$1.98K ﹤0.01%
47
1758
$1.98K ﹤0.01%
230
1759
$1.98K ﹤0.01%
41
+19
1760
$1.96K ﹤0.01%
136
1761
$1.96K ﹤0.01%
19
1762
$1.95K ﹤0.01%
65
1763
$1.94K ﹤0.01%
198
+100
1764
$1.94K ﹤0.01%
145
1765
$1.92K ﹤0.01%
222
1766
$1.91K ﹤0.01%
100
1767
$1.91K ﹤0.01%
50
1768
$1.91K ﹤0.01%
290
+283
1769
$1.91K ﹤0.01%
51
1770
$1.9K ﹤0.01%
40
1771
$1.9K ﹤0.01%
180
1772
$1.9K ﹤0.01%
21
1773
$1.9K ﹤0.01%
38
1774
$1.89K ﹤0.01%
21
-16
1775
$1.89K ﹤0.01%
60
69 70
71
72 73