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
2076
$648 ﹤0.01%
4
2077
$648 ﹤0.01%
14
-5
2078
$646 ﹤0.01%
21
2079
$646 ﹤0.01%
+8
2080
$644 ﹤0.01%
100
2081
$641 ﹤0.01%
50
2082
$640 ﹤0.01%
2
2083
$639 ﹤0.01%
25
2084
$635 ﹤0.01%
47
2085
$635 ﹤0.01%
52
2086
$635 ﹤0.01%
15
2087
$631 ﹤0.01%
51
2088
$631 ﹤0.01%
+10
2089
$631 ﹤0.01%
34
+27
2090
$631 ﹤0.01%
68
2091
$629 ﹤0.01%
35
2092
$627 ﹤0.01%
70
2093
$620 ﹤0.01%
7
2094
$620 ﹤0.01%
17
+8
2095
$618 ﹤0.01%
16
2096
$618 ﹤0.01%
47
2097
$610 ﹤0.01%
17
-31
2098
$609 ﹤0.01%
8
2099
$609 ﹤0.01%
20
2100
$609 ﹤0.01%
12
82 83
84
85 86