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
176
$431K 0.09%
2,396
+140
177
$430K 0.09%
6,904
-300
178
$428K 0.09%
5,117
+2,949
179
$428K 0.09%
939
+3
180
$425K 0.09%
2,015
+142
181
$423K 0.09%
4,599
+108
182
$422K 0.09%
7,701
+4,205
183
$421K 0.09%
14,081
+1,480
184
$418K 0.09%
4,382
+669
185
$414K 0.09%
5,342
-337
186
$412K 0.09%
843
+78
187
$408K 0.09%
4,567
-1,052
188
$399K 0.09%
27,411
-5,382
189
$399K 0.09%
4,669
+1,884
190
$398K 0.09%
1,922
-17
191
$396K 0.09%
7,155
-584
192
$395K 0.09%
9,554
-804
193
$394K 0.09%
5,696
-304
194
$391K 0.09%
17,574
-1,380
195
$387K 0.08%
+336
196
$385K 0.08%
3,815
-530
197
$382K 0.08%
3,854
+52
198
$381K 0.08%
23,844
+2,006
199
$381K 0.08%
+15,373
200
$380K 0.08%
14,166
+9,287
6 7
8
9 10