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
1976
$1K ﹤0.01%
34
+5
1977
$1K ﹤0.01%
6
+1
1978
$1K ﹤0.01%
16
1979
$998 ﹤0.01%
95
1980
$994 ﹤0.01%
46
+5
1981
$993 ﹤0.01%
44
-230
1982
$991 ﹤0.01%
20
+7
1983
$990 ﹤0.01%
23
1984
$988 ﹤0.01%
+61
1985
$987 ﹤0.01%
+10
1986
$981 ﹤0.01%
+12
1987
$978 ﹤0.01%
48
+38
1988
$975 ﹤0.01%
20
1989
$975 ﹤0.01%
20
1990
$971 ﹤0.01%
37
-1
1991
$968 ﹤0.01%
76
1992
$956 ﹤0.01%
77
-1,005
1993
$944 ﹤0.01%
6
+4
1994
$943 ﹤0.01%
10
+5
1995
$943 ﹤0.01%
5
1996
$943 ﹤0.01%
28
1997
$936 ﹤0.01%
9
+3
1998
$933 ﹤0.01%
+31
1999
$931 ﹤0.01%
7
2000
$924 ﹤0.01%
53
-5
78 79
80
81 82