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
1876
$887 ﹤0.01%
34
+8
1877
$883 ﹤0.01%
12
-47
1878
$877 ﹤0.01%
+30
1879
$877 ﹤0.01%
17
1880
$876 ﹤0.01%
26
1881
$872 ﹤0.01%
18
1882
$863 ﹤0.01%
20
1883
$861 ﹤0.01%
35
+26
1884
$859 ﹤0.01%
72
1885
$857 ﹤0.01%
13
1886
$855 ﹤0.01%
5
-68
1887
$855 ﹤0.01%
74
1888
$838 ﹤0.01%
22
1889
$829 ﹤0.01%
29
1890
$826 ﹤0.01%
47
1891
$821 ﹤0.01%
14
+2
1892
$813 ﹤0.01%
14
-17
1893
$813 ﹤0.01%
6
1894
$808 ﹤0.01%
17
1895
$799 ﹤0.01%
+100
1896
$783 ﹤0.01%
7
1897
$782 ﹤0.01%
85
1898
$781 ﹤0.01%
50
-14
1899
$777 ﹤0.01%
79
1900
$771 ﹤0.01%
6
74 75
76
77 78