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
1826
$1.66K ﹤0.01%
366
1827
$1.66K ﹤0.01%
92
1828
$1.66K ﹤0.01%
102
1829
$1.66K ﹤0.01%
140
1830
$1.66K ﹤0.01%
5
-1
1831
$1.65K ﹤0.01%
26
-1,768
1832
$1.65K ﹤0.01%
22
1833
$1.65K ﹤0.01%
23
1834
$1.64K ﹤0.01%
120
+20
1835
$1.63K ﹤0.01%
53
1836
$1.63K ﹤0.01%
193
+77
1837
$1.62K ﹤0.01%
61
1838
$1.6K ﹤0.01%
+130
1839
$1.59K ﹤0.01%
79
1840
$1.59K ﹤0.01%
72
+30
1841
$1.57K ﹤0.01%
40
1842
$1.57K ﹤0.01%
98
-1
1843
$1.57K ﹤0.01%
182
1844
$1.57K ﹤0.01%
58
1845
$1.56K ﹤0.01%
9
1846
$1.56K ﹤0.01%
32
1847
$1.55K ﹤0.01%
72
1848
$1.54K ﹤0.01%
100
1849
$1.54K ﹤0.01%
8
1850
$1.53K ﹤0.01%
+35
72 73
74
75 76