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
2501
$1.93K ﹤0.01%
24
+14
2502
$1.92K ﹤0.01%
108
2503
$1.91K ﹤0.01%
20
2504
$1.91K ﹤0.01%
20
2505
$1.9K ﹤0.01%
87
2506
$1.9K ﹤0.01%
20
-20
2507
$1.9K ﹤0.01%
260
2508
$1.89K ﹤0.01%
34
+31
2509
$1.88K ﹤0.01%
21
+6
2510
$1.88K ﹤0.01%
+26
2511
$1.87K ﹤0.01%
30
2512
$1.87K ﹤0.01%
276
+9
2513
$1.87K ﹤0.01%
29
+8
2514
$1.86K ﹤0.01%
28
2515
$1.86K ﹤0.01%
296
2516
$1.85K ﹤0.01%
51
-29
2517
$1.85K ﹤0.01%
539
+255
2518
$1.85K ﹤0.01%
138
2519
$1.84K ﹤0.01%
41
2520
$1.84K ﹤0.01%
148
-155
2521
$1.83K ﹤0.01%
55
2522
$1.83K ﹤0.01%
32
+19
2523
$1.82K ﹤0.01%
32
2524
$1.81K ﹤0.01%
57
+24
2525
$1.81K ﹤0.01%
+15
99 100
101
102 103