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
1776
$1.31K ﹤0.01%
24
1777
$1.31K ﹤0.01%
77
1778
$1.31K ﹤0.01%
+41
1779
$1.3K ﹤0.01%
180
1780
$1.3K ﹤0.01%
206
1781
$1.3K ﹤0.01%
32
1782
$1.29K ﹤0.01%
19
1783
$1.29K ﹤0.01%
+36
1784
$1.29K ﹤0.01%
+48
1785
$1.28K ﹤0.01%
+15
1786
$1.27K ﹤0.01%
29
1787
$1.27K ﹤0.01%
111
1788
$1.26K ﹤0.01%
77
1789
$1.26K ﹤0.01%
20
-11
1790
$1.26K ﹤0.01%
53
1791
$1.26K ﹤0.01%
+34
1792
$1.25K ﹤0.01%
237
+7
1793
$1.24K ﹤0.01%
8
1794
$1.24K ﹤0.01%
22
1795
$1.23K ﹤0.01%
+10
1796
$1.23K ﹤0.01%
47
+2
1797
$1.23K ﹤0.01%
78
+14
1798
$1.22K ﹤0.01%
32
1799
$1.21K ﹤0.01%
35
1800
$1.21K ﹤0.01%
+26
70 71
72
73 74