FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$4.78M
2
+$3.77M
3
+$3.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.01M

Top Sells

1
+$4.3M
2
+$3.27M
3
+$2.44M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$797K
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$656K

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
2226
$165 ﹤0.01%
2
2227
$164 ﹤0.01%
8
2228
$162 ﹤0.01%
2
-5
2229
$160 ﹤0.01%
45
-85
2230
$159 ﹤0.01%
+2
2231
$158 ﹤0.01%
3
2232
$158 ﹤0.01%
6
2233
$157 ﹤0.01%
8
2234
$156 ﹤0.01%
10
2235
$156 ﹤0.01%
2
-24
2236
$154 ﹤0.01%
6
2237
$154 ﹤0.01%
9
2238
$154 ﹤0.01%
5
2239
$153 ﹤0.01%
8
2240
$152 ﹤0.01%
5
2241
$152 ﹤0.01%
131
-155
2242
$150 ﹤0.01%
9
2243
$149 ﹤0.01%
28
2244
$149 ﹤0.01%
15
2245
$148 ﹤0.01%
14
2246
$148 ﹤0.01%
1
2247
$148 ﹤0.01%
3
2248
$148 ﹤0.01%
39
2249
$148 ﹤0.01%
39
2250
$147 ﹤0.01%
10
88 89
90
91 92