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
2551
$1.7K ﹤0.01%
29
+16
2552
$1.7K ﹤0.01%
29
2553
$1.69K ﹤0.01%
30
2554
$1.69K ﹤0.01%
+80
2555
$1.69K ﹤0.01%
135
-22
2556
$1.69K ﹤0.01%
51
2557
$1.69K ﹤0.01%
47
2558
$1.69K ﹤0.01%
30
-320
2559
$1.67K ﹤0.01%
92
-10
2560
$1.67K ﹤0.01%
43
2561
$1.67K ﹤0.01%
13
2562
$1.67K ﹤0.01%
41
+4
2563
$1.67K ﹤0.01%
8
-4
2564
$1.66K ﹤0.01%
58
-23
2565
$1.65K ﹤0.01%
17
-10
2566
$1.65K ﹤0.01%
50
2567
$1.65K ﹤0.01%
43
-10
2568
$1.65K ﹤0.01%
16
2569
$1.65K ﹤0.01%
+61
2570
$1.65K ﹤0.01%
43
2571
$1.63K ﹤0.01%
60
-10
2572
$1.63K ﹤0.01%
50
+23
2573
$1.63K ﹤0.01%
95
-53
2574
$1.63K ﹤0.01%
62
-56
2575
$1.63K ﹤0.01%
5
101 102
103
104 105