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
2201
$192 ﹤0.01%
25
2202
$191 ﹤0.01%
+5
2203
$187 ﹤0.01%
12
2204
$187 ﹤0.01%
2
2205
$184 ﹤0.01%
2
-2
2206
$183 ﹤0.01%
3
2207
$181 ﹤0.01%
7
2208
$181 ﹤0.01%
12
2209
$180 ﹤0.01%
17
2210
$180 ﹤0.01%
5
2211
$179 ﹤0.01%
165
2212
$177 ﹤0.01%
+10
2213
$177 ﹤0.01%
2
-1
2214
$176 ﹤0.01%
6
2215
$175 ﹤0.01%
5
2216
$174 ﹤0.01%
+10
2217
$173 ﹤0.01%
2
2218
$173 ﹤0.01%
4
2219
$168 ﹤0.01%
3
2220
$168 ﹤0.01%
1
-52
2221
$167 ﹤0.01%
15
2222
$167 ﹤0.01%
5
2223
$167 ﹤0.01%
6
2224
$166 ﹤0.01%
4
2225
$165 ﹤0.01%
16
87 88
89
90 91