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
1926
$1.15K ﹤0.01%
8
1927
$1.15K ﹤0.01%
28
1928
$1.15K ﹤0.01%
10
+3
1929
$1.15K ﹤0.01%
24
1930
$1.14K ﹤0.01%
92
1931
$1.14K ﹤0.01%
150
1932
$1.13K ﹤0.01%
151
1933
$1.13K ﹤0.01%
77
1934
$1.13K ﹤0.01%
35
1935
$1.13K ﹤0.01%
199
1936
$1.13K ﹤0.01%
500
1937
$1.12K ﹤0.01%
28
+3
1938
$1.12K ﹤0.01%
12
-12
1939
$1.12K ﹤0.01%
135
+35
1940
$1.12K ﹤0.01%
112
-1,879
1941
$1.11K ﹤0.01%
8
+2
1942
$1.11K ﹤0.01%
133
+33
1943
$1.1K ﹤0.01%
17
+10
1944
$1.1K ﹤0.01%
12
1945
$1.1K ﹤0.01%
+17
1946
$1.09K ﹤0.01%
45
1947
$1.09K ﹤0.01%
14
1948
$1.09K ﹤0.01%
24
1949
$1.09K ﹤0.01%
5
1950
$1.08K ﹤0.01%
30
+25
76 77
78
79 80