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
1901
$1.28K ﹤0.01%
23
+1
1902
$1.26K ﹤0.01%
67
-14
1903
$1.25K ﹤0.01%
13
1904
$1.25K ﹤0.01%
40
+31
1905
$1.24K ﹤0.01%
28
1906
$1.24K ﹤0.01%
30
1907
$1.24K ﹤0.01%
+103
1908
$1.24K ﹤0.01%
11
1909
$1.23K ﹤0.01%
160
-4,170
1910
$1.23K ﹤0.01%
40
1911
$1.23K ﹤0.01%
49
+15
1912
$1.22K ﹤0.01%
9
1913
$1.21K ﹤0.01%
26
-10
1914
$1.2K ﹤0.01%
+36
1915
$1.19K ﹤0.01%
181
+23
1916
$1.19K ﹤0.01%
49
+2
1917
$1.19K ﹤0.01%
19
-10
1918
$1.19K ﹤0.01%
19
+10
1919
$1.19K ﹤0.01%
100
1920
$1.19K ﹤0.01%
31
-1
1921
$1.18K ﹤0.01%
13
1922
$1.18K ﹤0.01%
+45
1923
$1.18K ﹤0.01%
36
1924
$1.18K ﹤0.01%
58
+2
1925
$1.17K ﹤0.01%
60
+10
75 76
77
78 79