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
1926
$685 ﹤0.01%
43
1927
$685 ﹤0.01%
+9
1928
$684 ﹤0.01%
5
1929
$684 ﹤0.01%
12
1930
$678 ﹤0.01%
3
-136
1931
$671 ﹤0.01%
18
1932
$670 ﹤0.01%
40
1933
$669 ﹤0.01%
95
-30
1934
$668 ﹤0.01%
400
1935
$665 ﹤0.01%
24
-28
1936
$665 ﹤0.01%
79
1937
$657 ﹤0.01%
9
1938
$656 ﹤0.01%
8
-29
1939
$656 ﹤0.01%
47
1940
$654 ﹤0.01%
4
1941
$645 ﹤0.01%
51
1942
$644 ﹤0.01%
21
1943
$644 ﹤0.01%
+6
1944
$642 ﹤0.01%
13
+1
1945
$634 ﹤0.01%
70
+40
1946
$628 ﹤0.01%
49
1947
$624 ﹤0.01%
16
1948
$623 ﹤0.01%
14
+3
1949
$619 ﹤0.01%
8
1950
$618 ﹤0.01%
15
76 77
78
79 80