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
1801
$1.74K ﹤0.01%
28
-26
1802
$1.74K ﹤0.01%
142
1803
$1.74K ﹤0.01%
83
1804
$1.73K ﹤0.01%
47
1805
$1.73K ﹤0.01%
6
-385
1806
$1.73K ﹤0.01%
+39
1807
$1.72K ﹤0.01%
314
1808
$1.72K ﹤0.01%
+10
1809
$1.72K ﹤0.01%
12
+9
1810
$1.71K ﹤0.01%
36
1811
$1.7K ﹤0.01%
53
1812
$1.7K ﹤0.01%
99
1813
$1.69K ﹤0.01%
30
1814
$1.69K ﹤0.01%
+41
1815
$1.69K ﹤0.01%
33
1816
$1.69K ﹤0.01%
32
+6
1817
$1.69K ﹤0.01%
23
-9
1818
$1.68K ﹤0.01%
132
1819
$1.68K ﹤0.01%
13
1820
$1.68K ﹤0.01%
200
1821
$1.68K ﹤0.01%
58
1822
$1.68K ﹤0.01%
10
1823
$1.67K ﹤0.01%
160
1824
$1.67K ﹤0.01%
20
1825
$1.66K ﹤0.01%
206
71 72
73
74 75