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
1826
$1.07K ﹤0.01%
158
-48
1827
$1.07K ﹤0.01%
11
1828
$1.07K ﹤0.01%
+15
1829
$1.07K ﹤0.01%
92
+63
1830
$1.05K ﹤0.01%
39
-7
1831
$1.05K ﹤0.01%
9
1832
$1.05K ﹤0.01%
+46
1833
$1.05K ﹤0.01%
22
1834
$1.04K ﹤0.01%
42
-33
1835
$1.03K ﹤0.01%
4
-5
1836
$1.03K ﹤0.01%
45
1837
$1.03K ﹤0.01%
20
1838
$1.02K ﹤0.01%
57
-40
1839
$1.02K ﹤0.01%
21
1840
$1.02K ﹤0.01%
28
1841
$1.01K ﹤0.01%
16
-12
1842
$1.01K ﹤0.01%
5
+3
1843
$1.01K ﹤0.01%
358
+200
1844
$1K ﹤0.01%
66
1845
$997 ﹤0.01%
25
1846
$993 ﹤0.01%
+100
1847
$988 ﹤0.01%
23
1848
$987 ﹤0.01%
25
1849
$982 ﹤0.01%
+20
1850
$980 ﹤0.01%
151
+43
72 73
74
75 76