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 4.24%
4 Energy 3.32%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 6.12%
50,866
+7,498
2
$8.81M 2.58%
109,826
-54,306
3
$8.31M 2.43%
26,919
+2,748
4
$8.2M 2.4%
177,581
+82,382
5
$7.57M 2.22%
46,415
+1,976
6
$7.3M 2.14%
235,020
+47,290
7
$6.88M 2.01%
76,045
-36,990
8
$6.02M 1.76%
64,299
+23,462
9
$5.81M 1.7%
58,287
+27,471
10
$5.59M 1.64%
33,927
+7,526
11
$5.38M 1.57%
43,378
+39,801
12
$5.14M 1.51%
106,009
-6,501
13
$5.07M 1.48%
66,467
+47,723
14
$4.88M 1.43%
53,451
+23,414
15
$3.64M 1.07%
55,107
-1,344
16
$3.62M 1.06%
47,555
-1,186
17
$3.59M 1.05%
12,467
+1,844
18
$3.38M 0.99%
69,316
+65,263
19
$3.35M 0.98%
31,077
+10,266
20
$3.25M 0.95%
34,280
+14,379
21
$3.21M 0.94%
77,363
+22,135
22
$3.02M 0.88%
42,648
+7,477
23
$2.76M 0.81%
26,757
+10,844
24
$2.7M 0.79%
35,276
+2,976
25
$2.59M 0.76%
27,954
+12,556
1
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