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
2101
$608 ﹤0.01%
+2
2102
$608 ﹤0.01%
+52
2103
$604 ﹤0.01%
18
2104
$604 ﹤0.01%
40
-411
2105
$602 ﹤0.01%
18
2106
$595 ﹤0.01%
+17
2107
$593 ﹤0.01%
3
+1
2108
$582 ﹤0.01%
6
2109
$579 ﹤0.01%
13
+9
2110
$574 ﹤0.01%
+40
2111
$573 ﹤0.01%
18
-8
2112
$570 ﹤0.01%
25
2113
$568 ﹤0.01%
11
2114
$566 ﹤0.01%
4
+3
2115
$566 ﹤0.01%
9
2116
$565 ﹤0.01%
7
2117
$565 ﹤0.01%
21
2118
$564 ﹤0.01%
+10
2119
$562 ﹤0.01%
47
2120
$562 ﹤0.01%
4
2121
$562 ﹤0.01%
8
2122
$561 ﹤0.01%
16
-800
2123
$554 ﹤0.01%
19
+5
2124
$553 ﹤0.01%
+49
2125
$552 ﹤0.01%
137
+105
83 84
85
86 87