FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$4.78M
2
+$3.77M
3
+$3.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.01M

Top Sells

1
+$4.3M
2
+$3.27M
3
+$2.44M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$797K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$656K

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
2051
$417 ﹤0.01%
+3
2052
$416 ﹤0.01%
71
2053
$416 ﹤0.01%
+8
2054
$412 ﹤0.01%
6
2055
$412 ﹤0.01%
10
-41
2056
$409 ﹤0.01%
20
2057
$409 ﹤0.01%
48
2058
$409 ﹤0.01%
10
2059
$408 ﹤0.01%
56
2060
$406 ﹤0.01%
13
-157
2061
$401 ﹤0.01%
2
-24
2062
$400 ﹤0.01%
22
2063
– –
0
2064
$398 ﹤0.01%
+3
2065
$398 ﹤0.01%
25
2066
$393 ﹤0.01%
15
2067
$390 ﹤0.01%
3
2068
$389 ﹤0.01%
9
2069
$389 ﹤0.01%
45
2070
$381 ﹤0.01%
+4
2071
$378 ﹤0.01%
22
2072
$376 ﹤0.01%
15
2073
$376 ﹤0.01%
7
2074
$376 ﹤0.01%
8
2075
$372 ﹤0.01%
14
81 82
83
84 85