FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.99B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$87.9M
2
+$55.8M
3
+$28.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$21.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$21.3M

Top Sells

1
+$17.1M
2
+$16.1M
3
+$13.1M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$11.9M
5
MBB icon
iShares MBS ETF
MBB
+$6.6M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.41%
3 Financials 4.2%
4 Healthcare 2.71%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.82M 0.08%
11,127
+4,358
227
$3.82M 0.08%
29,721
+411
228
$3.8M 0.08%
115,978
-59,239
229
$3.74M 0.08%
27,778
-6,370
230
$3.71M 0.07%
18,134
+7,145
231
$3.66M 0.07%
11,881
+1,888
232
$3.63M 0.07%
67,847
+2,649
233
$3.61M 0.07%
123,776
+2,079
234
$3.6M 0.07%
4,490
+457
235
$3.6M 0.07%
7,766
-314
236
$3.57M 0.07%
26,790
+2,957
237
$3.57M 0.07%
30,233
+11,435
238
$3.54M 0.07%
56,445
-102
239
$3.48M 0.07%
10,908
+1,363
240
$3.45M 0.07%
69,086
+9,744
241
$3.4M 0.07%
23,986
+4,345
242
$3.4M 0.07%
42,691
+39,741
243
$3.4M 0.07%
16,363
+4,191
244
$3.37M 0.07%
64,696
+40,859
245
$3.37M 0.07%
81,530
+32,355
246
$3.36M 0.07%
6,348
+2,235
247
$3.34M 0.07%
75,735
+46,143
248
$3.33M 0.07%
15,028
+2,220
249
$3.3M 0.07%
17,501
+3,050
250
$3.29M 0.07%
32,702
-235
8 9
10
11 12