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
2626
$1.45K ﹤0.01%
162
-362
2627
$1.45K ﹤0.01%
68
+20
2628
$1.45K ﹤0.01%
55
+1
2629
$1.45K ﹤0.01%
30
2630
$1.44K ﹤0.01%
13
2631
$1.44K ﹤0.01%
+116
2632
$1.44K ﹤0.01%
57
+3
2633
$1.43K ﹤0.01%
56
-124
2634
$1.43K ﹤0.01%
15
2635
$1.43K ﹤0.01%
44
+24
2636
$1.43K ﹤0.01%
60
2637
$1.43K ﹤0.01%
92
-264
2638
$1.42K ﹤0.01%
102
+10
2639
$1.42K ﹤0.01%
233
+24
2640
$1.42K ﹤0.01%
14
2641
$1.42K ﹤0.01%
55
-64
2642
$1.42K ﹤0.01%
22
2643
$1.41K ﹤0.01%
40
-49
2644
$1.41K ﹤0.01%
58
-115
2645
$1.4K ﹤0.01%
440
+140
2646
$1.4K ﹤0.01%
115
2647
$1.4K ﹤0.01%
20
2648
$1.4K ﹤0.01%
95
-24
2649
$1.39K ﹤0.01%
35
2650
$1.39K ﹤0.01%
68
-21
104 105
106
107 108