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
1976
$561 ﹤0.01%
26
-3
1977
$557 ﹤0.01%
355
1978
$556 ﹤0.01%
52
1979
$554 ﹤0.01%
84
1980
$552 ﹤0.01%
13
1981
$550 ﹤0.01%
179
-41
1982
$546 ﹤0.01%
38
-48
1983
$544 ﹤0.01%
4
1984
$543 ﹤0.01%
25
1985
$543 ﹤0.01%
7
1986
$543 ﹤0.01%
9
+6
1987
$542 ﹤0.01%
125
1988
$539 ﹤0.01%
47
1989
$539 ﹤0.01%
+8
1990
$537 ﹤0.01%
21
1991
$532 ﹤0.01%
19
1992
$531 ﹤0.01%
100
1993
$523 ﹤0.01%
+11
1994
$523 ﹤0.01%
+20
1995
$521 ﹤0.01%
9
1996
$519 ﹤0.01%
4
1997
$515 ﹤0.01%
37
-57
1998
$514 ﹤0.01%
47
1999
$508 ﹤0.01%
17
2000
$507 ﹤0.01%
+3
78 79
80
81 82