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
2601
$1.54K ﹤0.01%
32
2602
$1.53K ﹤0.01%
48
-5
2603
$1.53K ﹤0.01%
770
2604
$1.53K ﹤0.01%
74
2605
$1.53K ﹤0.01%
+52
2606
$1.52K ﹤0.01%
113
-110
2607
$1.52K ﹤0.01%
850
2608
$1.5K ﹤0.01%
15
2609
$1.5K ﹤0.01%
61
-25
2610
$1.5K ﹤0.01%
95
2611
$1.49K ﹤0.01%
96
2612
$1.49K ﹤0.01%
+14
2613
$1.49K ﹤0.01%
41
+34
2614
$1.49K ﹤0.01%
57
2615
$1.48K ﹤0.01%
5
-2
2616
$1.48K ﹤0.01%
71
-27
2617
$1.48K ﹤0.01%
38
2618
$1.47K ﹤0.01%
25
-5
2619
$1.47K ﹤0.01%
29
+15
2620
$1.46K ﹤0.01%
68
-5
2621
$1.46K ﹤0.01%
38
2622
$1.46K ﹤0.01%
69
-162
2623
$1.46K ﹤0.01%
16
2624
$1.46K ﹤0.01%
19
2625
$1.45K ﹤0.01%
57
+5
103 104
105
106 107