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
2151
$262 ﹤0.01%
20
2152
$262 ﹤0.01%
4
2153
$262 ﹤0.01%
6
2154
$259 ﹤0.01%
11
-83
2155
$257 ﹤0.01%
6
2156
$256 ﹤0.01%
17
2157
$255 ﹤0.01%
10
2158
$254 ﹤0.01%
9
2159
$254 ﹤0.01%
+27
2160
$254 ﹤0.01%
13
-257
2161
$251 ﹤0.01%
13
2162
$250 ﹤0.01%
12
2163
$248 ﹤0.01%
17
2164
$248 ﹤0.01%
12
2165
$248 ﹤0.01%
37
-2
2166
$245 ﹤0.01%
3
-9
2167
$244 ﹤0.01%
22
2168
$244 ﹤0.01%
+9
2169
$244 ﹤0.01%
+24
2170
$242 ﹤0.01%
3
-49
2171
$241 ﹤0.01%
39
2172
$241 ﹤0.01%
10
-152
2173
$240 ﹤0.01%
6
2174
$240 ﹤0.01%
9
2175
$239 ﹤0.01%
16
85 86
87
88 89