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
2276
$111 ﹤0.01%
+2
2277
$110 ﹤0.01%
4
2278
$108 ﹤0.01%
22
2279
$106 ﹤0.01%
+2
2280
$106 ﹤0.01%
+2
2281
$100 ﹤0.01%
11
2282
$100 ﹤0.01%
39
2283
$98 ﹤0.01%
5
2284
$98 ﹤0.01%
3
2285
$98 ﹤0.01%
4
2286
$94 ﹤0.01%
9
2287
$94 ﹤0.01%
16
2288
$94 ﹤0.01%
3
2289
$91 ﹤0.01%
1
-74
2290
$87 ﹤0.01%
3
2291
$85 ﹤0.01%
4
2292
$84 ﹤0.01%
2
-511
2293
$83 ﹤0.01%
12
+2
2294
$79 ﹤0.01%
3
2295
$78 ﹤0.01%
4
2296
$78 ﹤0.01%
8
2297
$78 ﹤0.01%
17
2298
$77 ﹤0.01%
+10
2299
$77 ﹤0.01%
9
2300
$74 ﹤0.01%
12
90 91
92
93 94