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
2526
$1.81K ﹤0.01%
148
2527
$1.81K ﹤0.01%
75
2528
$1.8K ﹤0.01%
8
-6
2529
$1.8K ﹤0.01%
144
+5
2530
$1.79K ﹤0.01%
78
-69
2531
$1.79K ﹤0.01%
3,642
+3,242
2532
$1.78K ﹤0.01%
55
+5
2533
$1.78K ﹤0.01%
189
-313
2534
$1.77K ﹤0.01%
28
-91
2535
$1.77K ﹤0.01%
37
-5
2536
$1.77K ﹤0.01%
142
2537
$1.77K ﹤0.01%
19
+2
2538
$1.76K ﹤0.01%
58
2539
$1.76K ﹤0.01%
30
+5
2540
$1.76K ﹤0.01%
105
-34
2541
$1.75K ﹤0.01%
725
2542
$1.75K ﹤0.01%
+22
2543
$1.75K ﹤0.01%
+61
2544
$1.74K ﹤0.01%
181
2545
$1.74K ﹤0.01%
82
-342
2546
$1.74K ﹤0.01%
16
2547
$1.74K ﹤0.01%
109
+72
2548
$1.72K ﹤0.01%
17
-7
2549
$1.71K ﹤0.01%
543
+513
2550
$1.7K ﹤0.01%
+60
100 101
102
103 104