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
2326
$245 ﹤0.01%
2
2327
$242 ﹤0.01%
13
-27
2328
$242 ﹤0.01%
+7
2329
$239 ﹤0.01%
+46
2330
$238 ﹤0.01%
6
2331
$238 ﹤0.01%
4
2332
$237 ﹤0.01%
+3
2333
$237 ﹤0.01%
8
2334
$234 ﹤0.01%
9
2335
$233 ﹤0.01%
+11
2336
$233 ﹤0.01%
+13
2337
$233 ﹤0.01%
6
2338
$231 ﹤0.01%
68
2339
$230 ﹤0.01%
21
2340
$229 ﹤0.01%
1
-7
2341
$228 ﹤0.01%
28
+20
2342
$227 ﹤0.01%
16
2343
$223 ﹤0.01%
12
2344
$223 ﹤0.01%
13
2345
$222 ﹤0.01%
41
-1,236
2346
$220 ﹤0.01%
10
2347
$219 ﹤0.01%
13
2348
$219 ﹤0.01%
5
-48
2349
$215 ﹤0.01%
+3
2350
$214 ﹤0.01%
52
92 93
94
95 96