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
2051
$722 ﹤0.01%
40
2052
$721 ﹤0.01%
9
+6
2053
$719 ﹤0.01%
11
+5
2054
$717 ﹤0.01%
6
2055
$706 ﹤0.01%
43
2056
$704 ﹤0.01%
10
2057
$701 ﹤0.01%
25
-1,000
2058
$700 ﹤0.01%
52
-529
2059
$697 ﹤0.01%
126
2060
$696 ﹤0.01%
8
2061
$695 ﹤0.01%
22
2062
$695 ﹤0.01%
19
-18
2063
$683 ﹤0.01%
49
2064
$679 ﹤0.01%
44
+16
2065
$676 ﹤0.01%
24
+3
2066
$665 ﹤0.01%
22
2067
$664 ﹤0.01%
400
-6,023
2068
$664 ﹤0.01%
24
2069
$659 ﹤0.01%
18
+8
2070
$657 ﹤0.01%
58
-19
2071
$657 ﹤0.01%
48
-18
2072
$654 ﹤0.01%
32
2073
$654 ﹤0.01%
9
2074
$651 ﹤0.01%
3
+1
2075
$649 ﹤0.01%
+2
81 82
83
84 85