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
2401
– –
-691
2402
– –
-34
2403
– –
-5
2404
– –
-119
2405
– –
-80
2406
– –
-30
2407
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-31
2408
– –
-66
2409
– –
-3
2410
– –
-28
2411
– –
0
2412
– –
-282
2413
– –
-583
2414
– –
-3
2415
– –
-36
2416
– –
-56
2417
– –
-19
2418
– –
0
2419
– –
-90
2420
– –
0
2421
– –
-55
2422
– –
-262
2423
– –
-50
2424
– –
0
2425
– –
-55
95 96
97
98 99