FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
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
2476
$2.08K ﹤0.01%
16
2477
$2.08K ﹤0.01%
131
-4
2478
$2.06K ﹤0.01%
113
+23
2479
$2.06K ﹤0.01%
46
-2
2480
$2.05K ﹤0.01%
264
+204
2481
$2.04K ﹤0.01%
42
-4
2482
$2.04K ﹤0.01%
70
2483
$2.04K ﹤0.01%
70
-211
2484
$2.03K ﹤0.01%
245
2485
$2.03K ﹤0.01%
78
-20
2486
$2.02K ﹤0.01%
53
+2
2487
$2.02K ﹤0.01%
174
2488
$2.01K ﹤0.01%
125
2489
$2.01K ﹤0.01%
154
2490
$2K ﹤0.01%
39
-10
2491
$1.99K ﹤0.01%
51
-148
2492
$1.99K ﹤0.01%
45
2493
$1.98K ﹤0.01%
110
2494
$1.98K ﹤0.01%
1,100
-200
2495
$1.97K ﹤0.01%
68
-2
2496
$1.97K ﹤0.01%
47
2497
$1.95K ﹤0.01%
70
-28
2498
$1.93K ﹤0.01%
191
-18
2499
$1.93K ﹤0.01%
321
+137
2500
$1.93K ﹤0.01%
45
98 99
100
101 102