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
201
$304K 0.09%
12,390
+197
202
$302K 0.09%
2,307
+300
203
$301K 0.09%
2,452
+182
204
$301K 0.09%
9,626
+451
205
$301K 0.09%
3,343
-357
206
$298K 0.09%
7,177
+2,417
207
$297K 0.09%
11,000
208
$295K 0.09%
765
+44
209
$295K 0.09%
4,946
-6,570
210
$294K 0.09%
9,007
+2,422
211
$293K 0.09%
11,789
-2,692
212
$290K 0.08%
5,848
-409
213
$288K 0.08%
+13,988
214
$286K 0.08%
3,295
215
$283K 0.08%
+5,750
216
$280K 0.08%
832
-259
217
$278K 0.08%
10,324
-4,467
218
$278K 0.08%
8,174
-6,712
219
$276K 0.08%
3,420
-432
220
$274K 0.08%
3,204
+137
221
$274K 0.08%
4,199
+89
222
$273K 0.08%
+12,160
223
$273K 0.08%
1,128
+200
224
$272K 0.08%
+7,513
225
$271K 0.08%
6,811
-589
7 8
9
10 11