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
$4.99B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$95M
2
+$59.4M
3
+$29.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$22.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.8M

Top Sells

1
+$17.9M
2
+$17.3M
3
+$13.9M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$12.9M
5
MBB icon
iShares MBS ETF
MBB
+$6.69M

Sector Composition

1 Technology 10.7%
2 Consumer Discretionary 4.41%
3 Financials 4.2%
4 Healthcare 2.71%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COMM icon
2626
CommScope
COMM
$3.94B
$21.5K ﹤0.01%
+2,600
PTON icon
2627
Peloton Interactive
PTON
$2.56B
$21.5K ﹤0.01%
3,092
+395
UBSI icon
2628
United Bankshares
UBSI
$5.61B
$21.4K ﹤0.01%
588
-379
PLUS icon
2629
ePlus
PLUS
$2.36B
$21.4K ﹤0.01%
297
+31
PNQI icon
2630
Invesco NASDAQ Internet ETF
PNQI
$755M
$21.4K ﹤0.01%
410
WTRE icon
2631
WisdomTree New Economy Real Estate Fund
WTRE
$13.6M
$21.4K ﹤0.01%
1,098
XIJN
2632
FT Vest U.S. Equity Buffer & Premium Income ETF - June
XIJN
$31.6M
$21.4K ﹤0.01%
692
-85
XDSQ icon
2633
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$70.9M
$21.3K ﹤0.01%
+570
EXTR icon
2634
Extreme Networks
EXTR
$2.23B
$21.3K ﹤0.01%
1,187
+274
PARA
2635
DELISTED
Paramount Global Class B
PARA
$21.3K ﹤0.01%
1,650
+840
FOUR icon
2636
Shift4
FOUR
$4.44B
$21.2K ﹤0.01%
214
+37
RL icon
2637
Ralph Lauren
RL
$22.2B
$21.1K ﹤0.01%
77
-1,659
NOK icon
2638
Nokia
NOK
$34.5B
$21.1K ﹤0.01%
4,070
-3,121
NNE
2639
Nano Nuclear Energy
NNE
$1.51B
$21.1K ﹤0.01%
611
USD icon
2640
ProShares Ultra Semiconductors
USD
$1.43B
$20.9K ﹤0.01%
566
-30
GMED icon
2641
Globus Medical
GMED
$11.4B
$20.9K ﹤0.01%
354
-51
CARG icon
2642
CarGurus
CARG
$3.65B
$20.9K ﹤0.01%
623
+74
XMLV icon
2643
Invesco S&P MidCap Low Volatility ETF
XMLV
$767M
$20.8K ﹤0.01%
338
+29
MC icon
2644
Moelis & Co
MC
$5.13B
$20.8K ﹤0.01%
334
-786
ILCB icon
2645
iShares Morningstar US Equity ETF
ILCB
$1.15B
$20.8K ﹤0.01%
242
-9
USLM icon
2646
United States Lime & Minerals
USLM
$3.6B
$20.8K ﹤0.01%
208
+43
NXRT
2647
NexPoint Residential Trust
NXRT
$735M
$20.7K ﹤0.01%
623
SIZE icon
2648
iShares MSCI USA Size Factor ETF
SIZE
$373M
$20.7K ﹤0.01%
134
-235
BHF icon
2649
Brighthouse Financial
BHF
$3.72B
$20.7K ﹤0.01%
385
-63
ACES icon
2650
ALPS Clean Energy ETF
ACES
$105M
$20.6K ﹤0.01%
+800
104 105
106
107 108