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
2151
$508 ﹤0.01%
110
2152
$506 ﹤0.01%
16
+11
2153
$506 ﹤0.01%
20
2154
$503 ﹤0.01%
50
+23
2155
$496 ﹤0.01%
56
2156
$496 ﹤0.01%
2
-8
2157
$495 ﹤0.01%
150
-29
2158
$492 ﹤0.01%
10
2159
$487 ﹤0.01%
30
-34
2160
$487 ﹤0.01%
71
2161
$484 ﹤0.01%
18
2162
$483 ﹤0.01%
38
2163
$482 ﹤0.01%
47
2164
$481 ﹤0.01%
13
2165
$480 ﹤0.01%
9
2166
$479 ﹤0.01%
29
2167
$479 ﹤0.01%
3
+2
2168
$474 ﹤0.01%
+29
2169
$473 ﹤0.01%
+50
2170
$472 ﹤0.01%
27
2171
$472 ﹤0.01%
+58
2172
$465 ﹤0.01%
9
-33
2173
$465 ﹤0.01%
+3
2174
$458 ﹤0.01%
+63
2175
$456 ﹤0.01%
+42
85 86
87
88 89