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
1776
$1.88K ﹤0.01%
72
1777
$1.87K ﹤0.01%
77
1778
$1.86K ﹤0.01%
56
1779
$1.85K ﹤0.01%
55
1780
$1.85K ﹤0.01%
16
+13
1781
$1.82K ﹤0.01%
71
1782
$1.81K ﹤0.01%
92
1783
$1.81K ﹤0.01%
175
1784
$1.8K ﹤0.01%
+50
1785
$1.8K ﹤0.01%
31
1786
$1.8K ﹤0.01%
71
-163
1787
$1.8K ﹤0.01%
50
1788
$1.78K ﹤0.01%
19
1789
$1.78K ﹤0.01%
55
1790
$1.77K ﹤0.01%
28
1791
$1.77K ﹤0.01%
26
+8
1792
$1.77K ﹤0.01%
50
1793
$1.77K ﹤0.01%
142
1794
$1.77K ﹤0.01%
200
1795
$1.76K ﹤0.01%
31
-13
1796
$1.76K ﹤0.01%
25
1797
$1.75K ﹤0.01%
127
1798
$1.75K ﹤0.01%
55
1799
$1.75K ﹤0.01%
71
1800
$1.75K ﹤0.01%
19
70 71
72
73 74