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
1951
$1.08K ﹤0.01%
10
-17
1952
$1.08K ﹤0.01%
39
-6
1953
$1.08K ﹤0.01%
23
1954
$1.07K ﹤0.01%
28
1955
$1.07K ﹤0.01%
+30
1956
$1.07K ﹤0.01%
68
1957
$1.07K ﹤0.01%
65
1958
$1.06K ﹤0.01%
5
+2
1959
$1.06K ﹤0.01%
+80
1960
$1.06K ﹤0.01%
26
1961
$1.05K ﹤0.01%
6
+1
1962
$1.05K ﹤0.01%
2,452
1963
$1.05K ﹤0.01%
40
+20
1964
$1.04K ﹤0.01%
91
1965
$1.04K ﹤0.01%
+25
1966
$1.04K ﹤0.01%
330
1967
$1.03K ﹤0.01%
166
1968
$1.03K ﹤0.01%
14
1969
$1.03K ﹤0.01%
22
1970
$1.03K ﹤0.01%
468
1971
$1.03K ﹤0.01%
67
1972
$1.03K ﹤0.01%
30
1973
$1.02K ﹤0.01%
12
1974
$1.01K ﹤0.01%
31
1975
$1.01K ﹤0.01%
+80
77 78
79
80 81