FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
2576
$1.62K ﹤0.01%
50
2577
$1.62K ﹤0.01%
92
-99
2578
$1.62K ﹤0.01%
148
+25
2579
$1.62K ﹤0.01%
14
2580
$1.61K ﹤0.01%
36
2581
$1.6K ﹤0.01%
100
2582
$1.6K ﹤0.01%
271
-2
2583
$1.6K ﹤0.01%
125
-97
2584
$1.6K ﹤0.01%
14
-5
2585
$1.6K ﹤0.01%
22
-28
2586
$1.59K ﹤0.01%
45
2587
$1.59K ﹤0.01%
209
-46
2588
$1.59K ﹤0.01%
15
2589
$1.58K ﹤0.01%
41
+15
2590
$1.58K ﹤0.01%
9
2591
$1.57K ﹤0.01%
38
-2
2592
$1.57K ﹤0.01%
46
2593
$1.57K ﹤0.01%
26
2594
$1.57K ﹤0.01%
+207
2595
$1.57K ﹤0.01%
105
2596
$1.56K ﹤0.01%
172
-154
2597
$1.56K ﹤0.01%
83
2598
$1.55K ﹤0.01%
99
-368
2599
$1.55K ﹤0.01%
20
2600
$1.55K ﹤0.01%
17
102 103
104
105 106