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
2251
$342 ﹤0.01%
51
2252
$339 ﹤0.01%
41
2253
$338 ﹤0.01%
80
-34
2254
$336 ﹤0.01%
14
2255
$333 ﹤0.01%
+5
2256
$333 ﹤0.01%
72
2257
$332 ﹤0.01%
8
2258
$330 ﹤0.01%
89
-1,555
2259
$328 ﹤0.01%
4
2260
$328 ﹤0.01%
7
2261
$326 ﹤0.01%
3
+2
2262
$325 ﹤0.01%
16
2263
$324 ﹤0.01%
25
2264
$323 ﹤0.01%
39
2265
$322 ﹤0.01%
2
-32
2266
$322 ﹤0.01%
+14
2267
$322 ﹤0.01%
48
2268
$319 ﹤0.01%
7
2269
$317 ﹤0.01%
14
2270
$316 ﹤0.01%
+4
2271
$313 ﹤0.01%
50
2272
$313 ﹤0.01%
20
2273
$309 ﹤0.01%
6
2274
$308 ﹤0.01%
2
2275
$308 ﹤0.01%
2
89 90
91
92 93