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
2301
$70 ﹤0.01%
1
2302
$68 ﹤0.01%
20
2303
$66 ﹤0.01%
5
2304
$66 ﹤0.01%
8
2305
$65 ﹤0.01%
7
-64
2306
$64 ﹤0.01%
1
2307
$64 ﹤0.01%
8
2308
$62 ﹤0.01%
10
2309
$60 ﹤0.01%
8
2310
$58 ﹤0.01%
1
2311
$56 ﹤0.01%
1
-141
2312
$55 ﹤0.01%
3
2313
$53 ﹤0.01%
+5
2314
$53 ﹤0.01%
+20
2315
$49 ﹤0.01%
3
-3
2316
$46 ﹤0.01%
5
2317
$45 ﹤0.01%
51
2318
$43 ﹤0.01%
+1
2319
$37 ﹤0.01%
+2
2320
$35 ﹤0.01%
1
2321
– –
0
2322
$29 ﹤0.01%
1
2323
$29 ﹤0.01%
10
2324
$28 ﹤0.01%
2
-14
2325
$24 ﹤0.01%
+9
91 92
93
94 95