FFA

Farther Finance Advisors Portfolio holdings

AUM $10.6B
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.62B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,089
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$61.8M
3
+$59.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$38.3M
5
VTV icon
Vanguard Value ETF
VTV
+$37.6M

Top Sells

1
+$44M
2
+$21.8M
3
+$21.7M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$21M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$12.3M

Sector Composition

1 Technology 11.32%
2 Consumer Discretionary 4.3%
3 Financials 4.06%
4 Communication Services 2.88%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$107K ﹤0.01%
4,700
+4,033
2002
$107K ﹤0.01%
7,899
-2,282
2003
$106K ﹤0.01%
+2,029
2004
$106K ﹤0.01%
800
+199
2005
$105K ﹤0.01%
1,217
+4
2006
$105K ﹤0.01%
1,800
2007
$105K ﹤0.01%
3,331
+1,229
2008
$105K ﹤0.01%
4,000
2009
$105K ﹤0.01%
1,883
+198
2010
$105K ﹤0.01%
1,511
+30
2011
$104K ﹤0.01%
962
+365
2012
$104K ﹤0.01%
2,729
-53
2013
$104K ﹤0.01%
29,176
-8,825
2014
$104K ﹤0.01%
2,285
+1,100
2015
$104K ﹤0.01%
1,269
-460
2016
$104K ﹤0.01%
3,842
2017
$104K ﹤0.01%
9,254
+2,449
2018
$104K ﹤0.01%
809
+110
2019
$104K ﹤0.01%
2,044
+1,290
2020
$103K ﹤0.01%
3,019
+585
2021
$103K ﹤0.01%
411
+188
2022
$103K ﹤0.01%
2,217
+348
2023
$103K ﹤0.01%
2,037
-6,838
2024
$103K ﹤0.01%
2,146
+1,144
2025
$103K ﹤0.01%
9,010
-4,449
79 80
81
82 83