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
2001
$918 ﹤0.01%
45
+41
2002
$918 ﹤0.01%
5
+1
2003
$917 ﹤0.01%
48
+38
2004
$916 ﹤0.01%
50
2005
$913 ﹤0.01%
38
+28
2006
$904 ﹤0.01%
8
2007
$901 ﹤0.01%
+32
2008
$900 ﹤0.01%
76
-1,253
2009
$898 ﹤0.01%
20
2010
$891 ﹤0.01%
17
2011
$885 ﹤0.01%
5
2012
$878 ﹤0.01%
114
2013
$875 ﹤0.01%
32
2014
$873 ﹤0.01%
28
-25
2015
$870 ﹤0.01%
+50
2016
$867 ﹤0.01%
+33
2017
$865 ﹤0.01%
14
2018
$864 ﹤0.01%
8
2019
$861 ﹤0.01%
17
2020
$847 ﹤0.01%
10
2021
$847 ﹤0.01%
15
+5
2022
$843 ﹤0.01%
+75
2023
$842 ﹤0.01%
+23
2024
$839 ﹤0.01%
20
2025
$838 ﹤0.01%
72
79 80
81
82 83