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
2376
$179 ﹤0.01%
5
2377
$178 ﹤0.01%
6
2378
$177 ﹤0.01%
12
2379
$175 ﹤0.01%
17
2380
$174 ﹤0.01%
4
2381
$172 ﹤0.01%
21
+7
2382
$172 ﹤0.01%
18
+5
2383
$170 ﹤0.01%
12
2384
$166 ﹤0.01%
+4
2385
$160 ﹤0.01%
6
2386
$160 ﹤0.01%
+10
2387
$159 ﹤0.01%
2
2388
$159 ﹤0.01%
+2
2389
$158 ﹤0.01%
2
2390
$157 ﹤0.01%
1
-6
2391
$157 ﹤0.01%
4
2392
$156 ﹤0.01%
1
2393
$150 ﹤0.01%
6
2394
$150 ﹤0.01%
40
-17
2395
$150 ﹤0.01%
12
-17
2396
$149 ﹤0.01%
39
2397
$149 ﹤0.01%
15
2398
$147 ﹤0.01%
20
2399
$147 ﹤0.01%
4
-1,039
2400
$146 ﹤0.01%
28
94 95
96
97 98