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
1876
$1.39K ﹤0.01%
22
1877
$1.38K ﹤0.01%
21
1878
$1.37K ﹤0.01%
171
+110
1879
$1.36K ﹤0.01%
34
-8
1880
$1.36K ﹤0.01%
74
1881
$1.36K ﹤0.01%
15
1882
$1.36K ﹤0.01%
111
1883
$1.35K ﹤0.01%
+43
1884
$1.35K ﹤0.01%
+50
1885
$1.34K ﹤0.01%
66
1886
$1.33K ﹤0.01%
44
+12
1887
$1.33K ﹤0.01%
+7
1888
$1.33K ﹤0.01%
39
+10
1889
$1.32K ﹤0.01%
24
1890
$1.32K ﹤0.01%
51
1891
$1.32K ﹤0.01%
39
-106
1892
$1.32K ﹤0.01%
113
+100
1893
$1.31K ﹤0.01%
+16
1894
$1.29K ﹤0.01%
440
1895
$1.29K ﹤0.01%
32
-13
1896
$1.29K ﹤0.01%
7
1897
$1.29K ﹤0.01%
48
+13
1898
$1.28K ﹤0.01%
34
+9
1899
$1.28K ﹤0.01%
42
1900
$1.28K ﹤0.01%
39
74 75
76
77 78