FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13M
3
+$11.3M
4
NVDA icon
NVIDIA
NVDA
+$10.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.91M

Top Sells

1
+$3.65M
2
+$2.6M
3
+$1.87M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.49M
5
BIBL icon
Inspire 100 ETF
BIBL
+$1.47M

Sector Composition

1 Technology 14.29%
2 Financials 4.7%
3 Healthcare 3.92%
4 Consumer Discretionary 3.57%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$12.1K ﹤0.01%
546
+110
2002
$12.1K ﹤0.01%
662
2003
$12.1K ﹤0.01%
649
-173
2004
$12.1K ﹤0.01%
1,196
+195
2005
$12.1K ﹤0.01%
87
+67
2006
$12K ﹤0.01%
+223
2007
$12K ﹤0.01%
+524
2008
$12K ﹤0.01%
658
+527
2009
$11.9K ﹤0.01%
3,000
2010
$11.9K ﹤0.01%
2,040
+1,564
2011
$11.9K ﹤0.01%
133
-67
2012
$11.9K ﹤0.01%
270
-34
2013
$11.8K ﹤0.01%
651
2014
$11.8K ﹤0.01%
155
+144
2015
$11.8K ﹤0.01%
121
+56
2016
$11.8K ﹤0.01%
1,000
2017
$11.7K ﹤0.01%
843
+121
2018
$11.7K ﹤0.01%
445
-40
2019
$11.6K ﹤0.01%
515
+381
2020
$11.6K ﹤0.01%
425
2021
$11.6K ﹤0.01%
619
+429
2022
$11.6K ﹤0.01%
10,015
+5,000
2023
$11.6K ﹤0.01%
830
+578
2024
$11.5K ﹤0.01%
239
-84
2025
$11.5K ﹤0.01%
133
+51
79 80
81
82 83