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
2101
$334 ﹤0.01%
64
2102
$333 ﹤0.01%
6
2103
$329 ﹤0.01%
12
2104
$328 ﹤0.01%
20
2105
$324 ﹤0.01%
19
2106
$323 ﹤0.01%
66
-88
2107
$322 ﹤0.01%
7
2108
$320 ﹤0.01%
41
2109
$320 ﹤0.01%
9
+3
2110
$317 ﹤0.01%
+100
2111
$317 ﹤0.01%
9
2112
$314 ﹤0.01%
110
2113
$312 ﹤0.01%
20
2114
$308 ﹤0.01%
44
2115
$308 ﹤0.01%
23
2116
$307 ﹤0.01%
6
2117
$306 ﹤0.01%
21
-27
2118
$306 ﹤0.01%
+6
2119
$303 ﹤0.01%
4
2120
$303 ﹤0.01%
+111
2121
$302 ﹤0.01%
+9
2122
$298 ﹤0.01%
50
-39
2123
$298 ﹤0.01%
5
-6
2124
$295 ﹤0.01%
25
2125
$295 ﹤0.01%
72
83 84
85
86 87