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
$1.64B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,797
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$10.5M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$8.46M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$6.8M

Top Sells

1
+$12.4M
2
+$5.14M
3
+$3.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.75M

Sector Composition

1 Technology 11.88%
2 Financials 4.37%
3 Healthcare 3.71%
4 Consumer Discretionary 3.06%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.18M 0.07%
42,712
+4,829
227
$1.17M 0.07%
6,777
+3,425
228
$1.15M 0.07%
49,895
+1,390
229
$1.13M 0.07%
2,148
+1,424
230
$1.12M 0.07%
5,366
+218
231
$1.12M 0.07%
10,344
-523
232
$1.1M 0.07%
11,894
-266
233
$1.1M 0.07%
48,212
-17,646
234
$1.09M 0.07%
10,583
+909
235
$1.09M 0.07%
4,392
+868
236
$1.09M 0.07%
21,340
+6,424
237
$1.09M 0.07%
5,376
+725
238
$1.08M 0.07%
6,638
+925
239
$1.08M 0.07%
5,718
+512
240
$1.07M 0.07%
24,748
+5,542
241
$1.06M 0.06%
51,810
+329
242
$1.06M 0.06%
+36,502
243
$1.06M 0.06%
2,279
+455
244
$1.06M 0.06%
2,552
+539
245
$1.05M 0.06%
4,313
+540
246
$1.05M 0.06%
24,772
+8,490
247
$1.05M 0.06%
36,339
+23,412
248
$1.03M 0.06%
10,332
+9,019
249
$1.03M 0.06%
4,132
+651
250
$1.02M 0.06%
2,520
-13
8 9
10
11 12