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
2201
$416 ﹤0.01%
+6
2202
$416 ﹤0.01%
+36
2203
$414 ﹤0.01%
+23
2204
$412 ﹤0.01%
8
2205
$412 ﹤0.01%
22
2206
$411 ﹤0.01%
+9
2207
$408 ﹤0.01%
120
+100
2208
$408 ﹤0.01%
+18
2209
$407 ﹤0.01%
3
-2
2210
$406 ﹤0.01%
3
2211
$406 ﹤0.01%
18
-8
2212
$401 ﹤0.01%
19
2213
$400 ﹤0.01%
21
2214
$400 ﹤0.01%
13
-25
2215
$399 ﹤0.01%
66
+44
2216
$396 ﹤0.01%
+73
2217
$393 ﹤0.01%
50
2218
$391 ﹤0.01%
+3
2219
$387 ﹤0.01%
6
2220
$386 ﹤0.01%
4
2221
$386 ﹤0.01%
22
2222
$384 ﹤0.01%
9
2223
$383 ﹤0.01%
8
2224
$382 ﹤0.01%
13
-1
2225
$382 ﹤0.01%
15
87 88
89
90 91