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
2651
$1.39K ﹤0.01%
8
2652
$1.38K ﹤0.01%
17
+9
2653
$1.37K ﹤0.01%
219
2654
$1.37K ﹤0.01%
130
2655
$1.37K ﹤0.01%
89
2656
$1.37K ﹤0.01%
282
+200
2657
$1.36K ﹤0.01%
40
2658
$1.35K ﹤0.01%
20
2659
$1.35K ﹤0.01%
19
-21
2660
$1.35K ﹤0.01%
22
-5
2661
$1.34K ﹤0.01%
78
2662
$1.34K ﹤0.01%
184
2663
$1.34K ﹤0.01%
30
2664
$1.34K ﹤0.01%
46
-39
2665
$1.33K ﹤0.01%
14
-12
2666
$1.32K ﹤0.01%
82
2667
$1.32K ﹤0.01%
62
2668
$1.32K ﹤0.01%
105
-10
2669
$1.31K ﹤0.01%
60
-8
2670
$1.3K ﹤0.01%
725
-13
2671
$1.3K ﹤0.01%
43
2672
$1.3K ﹤0.01%
140
-25
2673
$1.3K ﹤0.01%
278
-297
2674
$1.3K ﹤0.01%
36
2675
$1.29K ﹤0.01%
8
105 106
107
108 109