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
2251
$145 ﹤0.01%
2
2252
$145 ﹤0.01%
3
2253
$144 ﹤0.01%
2
2254
$144 ﹤0.01%
13
2255
$142 ﹤0.01%
17
-1
2256
$142 ﹤0.01%
10
2257
$141 ﹤0.01%
+5
2258
$140 ﹤0.01%
+10
2259
$138 ﹤0.01%
+16
2260
$137 ﹤0.01%
32
2261
$134 ﹤0.01%
5
2262
$133 ﹤0.01%
360
2263
$128 ﹤0.01%
4
2264
$127 ﹤0.01%
150
2265
$127 ﹤0.01%
4
2266
$125 ﹤0.01%
1
-34
2267
$125 ﹤0.01%
1
2268
$122 ﹤0.01%
13
2269
$121 ﹤0.01%
1
2270
$120 ﹤0.01%
+2
2271
$120 ﹤0.01%
28
2272
$116 ﹤0.01%
+17
2273
$116 ﹤0.01%
5
2274
$115 ﹤0.01%
+5
2275
$112 ﹤0.01%
74
+2
89 90
91
92 93