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
$2.06B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13M
3
+$11.3M
4
NVDA icon
NVIDIA
NVDA
+$10.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.91M

Top Sells

1
+$3.65M
2
+$2.6M
3
+$1.87M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.49M
5
BIBL icon
Inspire 100 ETF
BIBL
+$1.47M

Sector Composition

1 Technology 14.29%
2 Financials 4.7%
3 Healthcare 3.92%
4 Consumer Discretionary 3.57%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$143M 6.94%
261,052
+41,429
2
$108M 5.24%
215,513
+13,160
3
$94.3M 4.57%
758,488
+87,178
4
$52.5M 2.55%
242,375
+33,708
5
$49.1M 2.38%
1,096,231
+197,998
6
$45.4M 2.2%
99,508
+28,567
7
$38.5M 1.87%
1,801,783
+81,105
8
$30.6M 1.48%
411,526
+6,645
9
$26.2M 1.27%
153,907
+20,259
10
$26.1M 1.26%
132,331
+57,494
11
$23.3M 1.13%
219,344
+38,007
12
$23.1M 1.12%
302,650
-24,489
13
$20.8M 1.01%
419,536
+134,079
14
$19.6M 0.95%
107,321
+28,606
15
$18.7M 0.9%
176,382
+31,546
16
$18.2M 0.88%
195,430
+88,754
17
$17.8M 0.86%
32,663
+18,179
18
$17.4M 0.85%
239,746
+13,525
19
$15.2M 0.74%
149,071
+37,204
20
$15M 0.73%
259,745
+75,291
21
$14.7M 0.71%
96,701
+21,466
22
$14.3M 0.69%
303,742
+113,250
23
$14.2M 0.69%
35,115
+5,431
24
$13.6M 0.66%
190,138
+35,583
25
$13.5M 0.65%
377,512
+10,403
1
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