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
2026
$455 ﹤0.01%
44
2027
$455 ﹤0.01%
20
-25
2028
$452 ﹤0.01%
+166
2029
$450 ﹤0.01%
51
2030
$449 ﹤0.01%
5
2031
$447 ﹤0.01%
68
2032
$446 ﹤0.01%
32
2033
$445 ﹤0.01%
9
2034
$445 ﹤0.01%
13
+5
2035
$444 ﹤0.01%
37
2036
$444 ﹤0.01%
+5
2037
$441 ﹤0.01%
9
2038
$437 ﹤0.01%
+10
2039
$434 ﹤0.01%
26
2040
$433 ﹤0.01%
+2
2041
$433 ﹤0.01%
12
-92
2042
$432 ﹤0.01%
27
-35
2043
$430 ﹤0.01%
44
2044
$429 ﹤0.01%
29
2045
$428 ﹤0.01%
55
2046
$427 ﹤0.01%
+3
2047
$427 ﹤0.01%
+500
2048
$427 ﹤0.01%
3
2049
$422 ﹤0.01%
28
2050
$418 ﹤0.01%
4
-10
80 81
82
83 84