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
2451
$65 ﹤0.01%
5
2452
$64 ﹤0.01%
1
2453
$63 ﹤0.01%
20
2454
$60 ﹤0.01%
1
2455
$59 ﹤0.01%
5
2456
$57 ﹤0.01%
+5
2457
$57 ﹤0.01%
8
2458
$57 ﹤0.01%
+50
2459
$53 ﹤0.01%
+1
2460
$51 ﹤0.01%
+7
2461
$48 ﹤0.01%
5
2462
$47 ﹤0.01%
1
-851
2463
$44 ﹤0.01%
10
2464
$36 ﹤0.01%
1
2465
$34 ﹤0.01%
9
2466
$29 ﹤0.01%
+3
2467
$27 ﹤0.01%
3
2468
$26 ﹤0.01%
10
2469
$24 ﹤0.01%
1
-7
2470
– –
0
2471
$22 ﹤0.01%
2
2472
$22 ﹤0.01%
1
2473
$21 ﹤0.01%
2
2474
– –
0
2475
$21 ﹤0.01%
25
97 98
99
100 101