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
2401
$145 ﹤0.01%
2
2402
$145 ﹤0.01%
3
2403
$139 ﹤0.01%
5
2404
$139 ﹤0.01%
10
2405
$138 ﹤0.01%
2
2406
$135 ﹤0.01%
150
2407
$135 ﹤0.01%
10
2408
$131 ﹤0.01%
4
2409
$131 ﹤0.01%
2
2410
$131 ﹤0.01%
8
2411
$130 ﹤0.01%
4
2412
$124 ﹤0.01%
10
2413
$124 ﹤0.01%
9
2414
$123 ﹤0.01%
5
2415
$122 ﹤0.01%
3
2416
$121 ﹤0.01%
166
2417
$119 ﹤0.01%
+1
2418
$116 ﹤0.01%
+100
2419
$113 ﹤0.01%
3
-56
2420
$110 ﹤0.01%
16
2421
$109 ﹤0.01%
1
-3
2422
$108 ﹤0.01%
1
2423
$106 ﹤0.01%
2
2424
$105 ﹤0.01%
360
2425
$100 ﹤0.01%
+2
95 96
97
98 99