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
2076
$371 ﹤0.01%
14
+9
2077
$370 ﹤0.01%
39
2078
$369 ﹤0.01%
8
2079
$367 ﹤0.01%
8
2080
$363 ﹤0.01%
11
2081
$363 ﹤0.01%
2
2082
$361 ﹤0.01%
34
2083
$361 ﹤0.01%
5
2084
$360 ﹤0.01%
50
2085
$357 ﹤0.01%
18
2086
$356 ﹤0.01%
5
2087
$356 ﹤0.01%
36
2088
$355 ﹤0.01%
+3
2089
$355 ﹤0.01%
6
2090
$355 ﹤0.01%
34
2091
$348 ﹤0.01%
16
2092
$348 ﹤0.01%
66
-67
2093
$347 ﹤0.01%
+36
2094
$344 ﹤0.01%
2
2095
$340 ﹤0.01%
2
2096
$340 ﹤0.01%
29
-14
2097
$338 ﹤0.01%
8
2098
$338 ﹤0.01%
5
2099
$336 ﹤0.01%
5
-65
2100
$335 ﹤0.01%
15
82 83
84
85 86