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
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 3.95%
4 Consumer Discretionary 3.14%
5 Energy 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 5.99%
61,495
+10,629
2
$16.5M 3.61%
+762,204
3
$13.3M 2.91%
292,533
+114,952
4
$10.9M 2.38%
56,203
+22,276
5
$8.71M 1.9%
55,380
+8,965
6
$8.69M 1.9%
91,082
+26,783
7
$8.65M 1.89%
109,442
-384
8
$8.24M 1.8%
84,590
+8,545
9
$8M 1.75%
23,456
-3,463
10
$7.88M 1.72%
23,150
+10,683
11
$7.27M 1.59%
207,780
-27,240
12
$7.15M 1.56%
53,012
+9,634
13
$6.06M 1.32%
64,305
+10,854
14
$5.82M 1.27%
76,943
+10,476
15
$5.65M 1.24%
115,506
+9,497
16
$5.08M 1.11%
51,825
-6,462
17
$4.99M 1.09%
271,580
+271,380
18
$4.53M 0.99%
101,607
+24,244
19
$4.46M 0.97%
90,418
+21,102
20
$4.25M 0.93%
32,578
+5,821
21
$4.25M 0.93%
45,525
+11,245
22
$4M 0.87%
36,747
+8,793
23
$3.9M 0.85%
36,513
+5,436
24
$3.89M 0.85%
51,689
+9,041
25
$3.46M 0.76%
28,934
+14,077
1
2 3 4 5