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
2351
$213 ﹤0.01%
25
2352
$213 ﹤0.01%
23
2353
$212 ﹤0.01%
111
2354
$210 ﹤0.01%
3
-6
2355
$210 ﹤0.01%
+15
2356
$209 ﹤0.01%
+5
2357
$209 ﹤0.01%
4
2358
$208 ﹤0.01%
6
2359
$208 ﹤0.01%
+11
2360
$206 ﹤0.01%
5
-12
2361
$206 ﹤0.01%
9
-26
2362
$206 ﹤0.01%
+3
2363
$206 ﹤0.01%
+5
2364
$206 ﹤0.01%
+37
2365
$206 ﹤0.01%
165
2366
$204 ﹤0.01%
5
2367
$203 ﹤0.01%
30
2368
$202 ﹤0.01%
1,008
2369
$194 ﹤0.01%
50
2370
$193 ﹤0.01%
10
2371
$187 ﹤0.01%
66
2372
$185 ﹤0.01%
15
2373
$182 ﹤0.01%
39
2374
$181 ﹤0.01%
11
-7
2375
$180 ﹤0.01%
8
93 94
95
96 97