FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$4.78M
2
+$3.77M
3
+$3.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.01M

Top Sells

1
+$4.3M
2
+$3.27M
3
+$2.44M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$797K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$656K

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
1801
$1.21K ﹤0.01%
38
1802
$1.2K ﹤0.01%
+12
1803
$1.2K ﹤0.01%
150
1804
$1.2K ﹤0.01%
56
1805
$1.18K ﹤0.01%
32
+5
1806
$1.18K ﹤0.01%
11
+7
1807
$1.18K ﹤0.01%
+25
1808
$1.18K ﹤0.01%
166
1809
$1.17K ﹤0.01%
9
-1
1810
$1.17K ﹤0.01%
69
1811
$1.16K ﹤0.01%
5
1812
$1.16K ﹤0.01%
9
1813
$1.15K ﹤0.01%
41
-9
1814
$1.15K ﹤0.01%
64
1815
$1.15K ﹤0.01%
224
+141
1816
$1.14K ﹤0.01%
+199
1817
$1.14K ﹤0.01%
116
-23
1818
$1.13K ﹤0.01%
28
1819
$1.12K ﹤0.01%
+36
1820
$1.12K ﹤0.01%
68
1821
$1.09K ﹤0.01%
23
-19
1822
$1.09K ﹤0.01%
23
-1,079
1823
$1.09K ﹤0.01%
468
1824
$1.08K ﹤0.01%
13
1825
$1.07K ﹤0.01%
12
71 72
73
74 75