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
2176
$454 ﹤0.01%
+10
2177
$451 ﹤0.01%
15
+4
2178
$450 ﹤0.01%
13
2179
$450 ﹤0.01%
28
2180
$450 ﹤0.01%
+22
2181
$448 ﹤0.01%
37
2182
$447 ﹤0.01%
58
-21
2183
$446 ﹤0.01%
15
2184
$442 ﹤0.01%
23
+10
2185
$441 ﹤0.01%
17
2186
$441 ﹤0.01%
66
2187
$441 ﹤0.01%
20
2188
$435 ﹤0.01%
10
2189
$433 ﹤0.01%
44
2190
$432 ﹤0.01%
+22
2191
$430 ﹤0.01%
12
2192
$427 ﹤0.01%
9
2193
$426 ﹤0.01%
37
2194
$425 ﹤0.01%
100
2195
$424 ﹤0.01%
14
-44
2196
$420 ﹤0.01%
+19
2197
$419 ﹤0.01%
8
2198
$418 ﹤0.01%
2
2199
$418 ﹤0.01%
7
-1
2200
$417 ﹤0.01%
5
86 87
88
89 90