FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$4.78M
2
+$3.77M
3
+$3.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.01M

Top Sells

1
+$4.3M
2
+$3.27M
3
+$2.44M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$797K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$656K

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
2126
$294 ﹤0.01%
+2
2127
$294 ﹤0.01%
6
2128
$294 ﹤0.01%
14
2129
$292 ﹤0.01%
+4
2130
$291 ﹤0.01%
150
2131
$288 ﹤0.01%
4
2132
$283 ﹤0.01%
8
2133
$283 ﹤0.01%
94
2134
$282 ﹤0.01%
25
2135
$281 ﹤0.01%
12
+2
2136
$281 ﹤0.01%
2
2137
$281 ﹤0.01%
5
2138
$277 ﹤0.01%
8
2139
$276 ﹤0.01%
27
2140
$276 ﹤0.01%
30
2141
$276 ﹤0.01%
5
2142
$275 ﹤0.01%
30
2143
$271 ﹤0.01%
4
-2
2144
$270 ﹤0.01%
6
+3
2145
$270 ﹤0.01%
2
2146
$269 ﹤0.01%
2
-28
2147
$268 ﹤0.01%
2
2148
$264 ﹤0.01%
14
-7
2149
$264 ﹤0.01%
11
2150
$263 ﹤0.01%
66
84 85
86
87 88