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
2326
– –
0
2327
$22 ﹤0.01%
1
2328
$21 ﹤0.01%
+1
2329
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0
2330
$21 ﹤0.01%
+25
2331
$20 ﹤0.01%
1
2332
$16 ﹤0.01%
+5
2333
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0
2334
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0
2335
$14 ﹤0.01%
2
2336
– –
0
2337
$9 ﹤0.01%
1
2338
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0
2339
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0
2340
$3 ﹤0.01%
1
2341
$2 ﹤0.01%
2
2342
$2 ﹤0.01%
+1
2343
– –
0
2344
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0
2345
– –
0
2346
– –
0
2347
– –
-120
2348
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0
2349
– –
-3,070
2350
– –
-94
92 93
94
95 96