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
1851
$1.53K ﹤0.01%
27
1852
$1.52K ﹤0.01%
62
1853
$1.52K ﹤0.01%
43
-9
1854
$1.52K ﹤0.01%
83
1855
$1.51K ﹤0.01%
65
1856
$1.5K ﹤0.01%
47
1857
$1.49K ﹤0.01%
96
+86
1858
$1.48K ﹤0.01%
+50
1859
$1.47K ﹤0.01%
32
1860
$1.47K ﹤0.01%
+75
1861
$1.46K ﹤0.01%
6
+4
1862
$1.46K ﹤0.01%
29
+15
1863
$1.46K ﹤0.01%
36
1864
$1.45K ﹤0.01%
22
1865
$1.44K ﹤0.01%
245
+8
1866
$1.43K ﹤0.01%
245
1867
$1.42K ﹤0.01%
+17
1868
$1.42K ﹤0.01%
106
1869
$1.41K ﹤0.01%
29
1870
$1.41K ﹤0.01%
36
+4
1871
$1.4K ﹤0.01%
12
+10
1872
$1.4K ﹤0.01%
57
1873
$1.4K ﹤0.01%
45
1874
$1.4K ﹤0.01%
40
1875
$1.4K ﹤0.01%
22
73 74
75
76 77