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
2126
$547 ﹤0.01%
19
2127
$542 ﹤0.01%
+15
2128
$541 ﹤0.01%
8
+3
2129
$538 ﹤0.01%
6
2130
$535 ﹤0.01%
+3
2131
$534 ﹤0.01%
+22
2132
$533 ﹤0.01%
21
-27
2133
$533 ﹤0.01%
14
+2
2134
$532 ﹤0.01%
68
2135
$531 ﹤0.01%
+8
2136
$525 ﹤0.01%
21
-8
2137
$523 ﹤0.01%
26
-49
2138
$522 ﹤0.01%
13
2139
$521 ﹤0.01%
9
2140
$520 ﹤0.01%
6
+1
2141
$520 ﹤0.01%
+66
2142
$520 ﹤0.01%
+400
2143
$519 ﹤0.01%
32
2144
$518 ﹤0.01%
125
2145
$516 ﹤0.01%
138
2146
$515 ﹤0.01%
355
2147
$514 ﹤0.01%
84
2148
$511 ﹤0.01%
13
2149
$508 ﹤0.01%
145
2150
$508 ﹤0.01%
18
84 85
86
87 88