FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$4.78M
2
+$3.77M
3
+$3.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.01M

Top Sells

1
+$4.3M
2
+$3.27M
3
+$2.44M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$797K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$656K

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
1901
$769 ﹤0.01%
180
1902
$768 ﹤0.01%
22
-15
1903
$766 ﹤0.01%
10
-13
1904
$762 ﹤0.01%
4
1905
$755 ﹤0.01%
67
+47
1906
$754 ﹤0.01%
29
1907
$753 ﹤0.01%
+25
1908
$750 ﹤0.01%
19
-13
1909
$749 ﹤0.01%
18
1910
$739 ﹤0.01%
10
1911
$728 ﹤0.01%
11
1912
$725 ﹤0.01%
76
+5
1913
$717 ﹤0.01%
77
1914
$714 ﹤0.01%
8
1915
$711 ﹤0.01%
8
1916
$709 ﹤0.01%
+26
1917
$705 ﹤0.01%
4
1918
$702 ﹤0.01%
39
1919
$701 ﹤0.01%
3
-41
1920
$697 ﹤0.01%
32
1921
$696 ﹤0.01%
17
1922
$696 ﹤0.01%
6
1923
$695 ﹤0.01%
68
1924
$688 ﹤0.01%
49
1925
$687 ﹤0.01%
22
75 76
77
78 79