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
2301
$274 ﹤0.01%
+14
2302
$274 ﹤0.01%
5
2303
$273 ﹤0.01%
+39
2304
$272 ﹤0.01%
500
2305
$271 ﹤0.01%
+12
2306
$270 ﹤0.01%
45
2307
$269 ﹤0.01%
5
2308
$268 ﹤0.01%
6
2309
$267 ﹤0.01%
22
2310
$267 ﹤0.01%
9
2311
$266 ﹤0.01%
20
-6
2312
$266 ﹤0.01%
21
-6
2313
$265 ﹤0.01%
+15
2314
$262 ﹤0.01%
30
2315
– –
0
2316
$260 ﹤0.01%
37
2317
$260 ﹤0.01%
4
2318
$253 ﹤0.01%
2
2319
$250 ﹤0.01%
63
+55
2320
$249 ﹤0.01%
12
2321
$248 ﹤0.01%
8
-1
2322
$248 ﹤0.01%
6
2323
$247 ﹤0.01%
+14
2324
$245 ﹤0.01%
+23
2325
$245 ﹤0.01%
37
91 92
93
94 95