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
176
$364K 0.11%
10,482
-4,297
177
$363K 0.11%
1,939
-29
178
$361K 0.11%
1,022
-106
179
$355K 0.1%
2,893
+59
180
$352K 0.1%
+14,325
181
$350K 0.1%
1,658
+472
182
$349K 0.1%
21,838
+8,452
183
$347K 0.1%
7,099
+538
184
$341K 0.1%
1,449
185
$340K 0.1%
2,055
+59
186
$336K 0.1%
41,904
+13,750
187
$334K 0.1%
7,412
+171
188
$333K 0.1%
19,146
+408
189
$330K 0.1%
5,141
-287
190
$330K 0.1%
14,131
+4,226
191
$330K 0.1%
3,716
+1,366
192
$324K 0.09%
1,011
+315
193
$320K 0.09%
4,617
+2,859
194
$319K 0.09%
1,642
+54
195
$319K 0.09%
3,626
+3,442
196
$314K 0.09%
+17,012
197
$312K 0.09%
5,121
+5,112
198
$309K 0.09%
849
+21
199
$307K 0.09%
12,190
-2,018
200
$305K 0.09%
12,070
+2,490
6 7
8
9 10