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
2026
$837 ﹤0.01%
+180
2027
$830 ﹤0.01%
+50
2028
$828 ﹤0.01%
35
+9
2029
$826 ﹤0.01%
10
+9
2030
$825 ﹤0.01%
85
2031
$821 ﹤0.01%
6
-35
2032
$817 ﹤0.01%
33
-64
2033
$809 ﹤0.01%
+6
2034
$801 ﹤0.01%
302
+10
2035
$800 ﹤0.01%
77
+48
2036
$796 ﹤0.01%
+47
2037
$791 ﹤0.01%
100
2038
$779 ﹤0.01%
60
2039
$777 ﹤0.01%
+10
2040
$775 ﹤0.01%
4
2041
$773 ﹤0.01%
29
2042
$764 ﹤0.01%
95
2043
$764 ﹤0.01%
8
-6
2044
$758 ﹤0.01%
19
-37
2045
$755 ﹤0.01%
+16
2046
$745 ﹤0.01%
+91
2047
$743 ﹤0.01%
43
-26
2048
$740 ﹤0.01%
17
2049
$734 ﹤0.01%
18
2050
$724 ﹤0.01%
11
80 81
82
83 84