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
201
$376K 0.08%
29,916
+13,400
202
$375K 0.08%
19,559
-250
203
$375K 0.08%
+22,582
204
$374K 0.08%
11,000
-6,500
205
$371K 0.08%
6,986
-381
206
$371K 0.08%
7,667
+3,351
207
$370K 0.08%
+8,650
208
$369K 0.08%
3,825
-58
209
$369K 0.08%
1,449
210
$364K 0.08%
2,521
+69
211
$363K 0.08%
10,370
-1,982
212
$362K 0.08%
5,721
-333
213
$359K 0.08%
8,611
+5,931
214
$358K 0.08%
6,746
-585
215
$357K 0.08%
4,050
+1,069
216
$356K 0.08%
4,269
-448
217
$351K 0.08%
922
-100
218
$346K 0.08%
14,545
+414
219
$344K 0.08%
13,575
+1,505
220
$344K 0.08%
5,326
-264
221
$339K 0.07%
1,890
+754
222
$339K 0.07%
7,477
+3,993
223
$338K 0.07%
6,067
+317
224
$337K 0.07%
6,005
+1,100
225
$335K 0.07%
2,504
+197
7 8
9
10 11