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
2426
$98 ﹤0.01%
9
2427
$96 ﹤0.01%
4
2428
$94 ﹤0.01%
+3
2429
$94 ﹤0.01%
3
2430
$94 ﹤0.01%
+7
2431
$93 ﹤0.01%
+100
2432
$93 ﹤0.01%
3
2433
$91 ﹤0.01%
3
2434
$88 ﹤0.01%
2
2435
$87 ﹤0.01%
16
2436
$87 ﹤0.01%
1
2437
$86 ﹤0.01%
+1
2438
$85 ﹤0.01%
+30
2439
$85 ﹤0.01%
9
2440
$84 ﹤0.01%
5
2441
$80 ﹤0.01%
+1
2442
$80 ﹤0.01%
1
-3
2443
$78 ﹤0.01%
17
2444
$77 ﹤0.01%
1
-20
2445
$74 ﹤0.01%
10
-2
2446
$72 ﹤0.01%
1
-50
2447
$70 ﹤0.01%
3
-3,050
2448
$69 ﹤0.01%
12
2449
$67 ﹤0.01%
3
2450
$66 ﹤0.01%
+4
96 97
98
99 100