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
1951
$617 ﹤0.01%
5
1952
$615 ﹤0.01%
10
1953
$614 ﹤0.01%
100
1954
$612 ﹤0.01%
+15
1955
$607 ﹤0.01%
11
1956
$607 ﹤0.01%
100
+48
1957
$601 ﹤0.01%
50
1958
$596 ﹤0.01%
17
1959
$593 ﹤0.01%
18
-9
1960
$593 ﹤0.01%
32
1961
$591 ﹤0.01%
7
1962
$589 ﹤0.01%
6
+4
1963
$588 ﹤0.01%
9
+5
1964
$586 ﹤0.01%
22
1965
$585 ﹤0.01%
21
-27
1966
$584 ﹤0.01%
18
1967
$583 ﹤0.01%
20
1968
$582 ﹤0.01%
100
1969
$577 ﹤0.01%
26
1970
$575 ﹤0.01%
126
+23
1971
$574 ﹤0.01%
+14
1972
$570 ﹤0.01%
25
1973
$570 ﹤0.01%
24
1974
$563 ﹤0.01%
27
-16
1975
$562 ﹤0.01%
20
77 78
79
80 81