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
2001
$506 ﹤0.01%
5
2002
$505 ﹤0.01%
7
2003
$505 ﹤0.01%
18
+8
2004
$499 ﹤0.01%
35
2005
$499 ﹤0.01%
100
2006
$499 ﹤0.01%
61
+22
2007
$498 ﹤0.01%
20
2008
$497 ﹤0.01%
29
2009
$494 ﹤0.01%
20
2010
$492 ﹤0.01%
400
2011
$489 ﹤0.01%
104
2012
$487 ﹤0.01%
28
2013
$485 ﹤0.01%
39
2014
$484 ﹤0.01%
24
-18
2015
$477 ﹤0.01%
8
2016
$477 ﹤0.01%
6
2017
$475 ﹤0.01%
114
2018
$473 ﹤0.01%
8
-67
2019
$471 ﹤0.01%
64
2020
$470 ﹤0.01%
9
2021
$468 ﹤0.01%
145
2022
$462 ﹤0.01%
138
-158
2023
$462 ﹤0.01%
18
2024
$456 ﹤0.01%
13
2025
$455 ﹤0.01%
21
79 80
81
82 83