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
2276
$307 ﹤0.01%
+8
2277
$303 ﹤0.01%
4
2278
$300 ﹤0.01%
+8
2279
$299 ﹤0.01%
12
2280
$296 ﹤0.01%
150
2281
$296 ﹤0.01%
+10
2282
$292 ﹤0.01%
25
2283
$292 ﹤0.01%
6
2284
$291 ﹤0.01%
1
-6
2285
$290 ﹤0.01%
66
2286
$290 ﹤0.01%
+8
2287
$290 ﹤0.01%
+40
2288
$290 ﹤0.01%
5
2289
$290 ﹤0.01%
25
2290
$289 ﹤0.01%
17
2291
$288 ﹤0.01%
3
-1
2292
$287 ﹤0.01%
+8
2293
$287 ﹤0.01%
34
2294
$286 ﹤0.01%
44
2295
$284 ﹤0.01%
27
2296
$282 ﹤0.01%
39
2297
$280 ﹤0.01%
+13
2298
$279 ﹤0.01%
+22
2299
$277 ﹤0.01%
5
2300
$275 ﹤0.01%
17
90 91
92
93 94