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
2176
$238 ﹤0.01%
4
2177
$233 ﹤0.01%
57
2178
$233 ﹤0.01%
68
2179
$232 ﹤0.01%
4
2180
$227 ﹤0.01%
12
2181
$226 ﹤0.01%
+37
2182
$226 ﹤0.01%
+19
2183
$225 ﹤0.01%
5
2184
$223 ﹤0.01%
13
2185
$220 ﹤0.01%
4
2186
$216 ﹤0.01%
8
+1
2187
$213 ﹤0.01%
+1,008
2188
$211 ﹤0.01%
10
-10
2189
$211 ﹤0.01%
10
2190
$211 ﹤0.01%
4
2191
$210 ﹤0.01%
8
-7
2192
$207 ﹤0.01%
20
-24
2193
$207 ﹤0.01%
21
2194
$204 ﹤0.01%
6
2195
$202 ﹤0.01%
6
2196
$200 ﹤0.01%
9
2197
$199 ﹤0.01%
52
2198
$199 ﹤0.01%
+3
2199
$196 ﹤0.01%
50
2200
$194 ﹤0.01%
10
86 87
88
89 90