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
$342M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,472
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.8M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M

Top Sells

1
+$4.36M
2
+$3.35M
3
+$2.45M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$823K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$673K

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
1851
$977 ﹤0.01%
35
1852
$976 ﹤0.01%
17
+12
1853
$974 ﹤0.01%
60
1854
$973 ﹤0.01%
+42
1855
$967 ﹤0.01%
10
1856
$966 ﹤0.01%
26
+19
1857
$964 ﹤0.01%
32
1858
$954 ﹤0.01%
91
1859
$946 ﹤0.01%
31
1860
$944 ﹤0.01%
24
1861
$935 ﹤0.01%
500
1862
$929 ﹤0.01%
19
1863
$927 ﹤0.01%
14
1864
$924 ﹤0.01%
24
-22
1865
$922 ﹤0.01%
292
+9
1866
$918 ﹤0.01%
28
-1
1867
$918 ﹤0.01%
7
1868
$912 ﹤0.01%
29
1869
$912 ﹤0.01%
38
+14
1870
$911 ﹤0.01%
40
1871
$909 ﹤0.01%
+20
1872
$908 ﹤0.01%
32
1873
$894 ﹤0.01%
23
1874
$890 ﹤0.01%
5
1875
$889 ﹤0.01%
95
73 74
75
76 77