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
TCBK icon
2651
TriCo Bancshares
TCBK
$1.62B
$20.6K ﹤0.01%
509
-152
CGUS icon
2652
Capital Group Core Equity ETF
CGUS
$7.96B
$20.6K ﹤0.01%
+557
MSB
2653
Mesabi Trust
MSB
$458M
$20.6K ﹤0.01%
858
+18
PLUG icon
2654
Plug Power
PLUG
$3.06B
$20.4K ﹤0.01%
13,700
+12,488
UTHR icon
2655
United Therapeutics
UTHR
$22B
$20.4K ﹤0.01%
71
-385
IDA icon
2656
Idacorp
IDA
$6.83B
$20.3K ﹤0.01%
176
-245
DFIN icon
2657
Donnelley Financial Solutions
DFIN
$1.22B
$20.3K ﹤0.01%
329
-194
CURE icon
2658
Direxion Daily Healthcare Bull 3X Shares
CURE
$180M
$20.3K ﹤0.01%
+257
DXJ icon
2659
WisdomTree Japan Hedged Equity Fund
DXJ
$4.94B
$20.2K ﹤0.01%
177
+1
FND icon
2660
Floor & Decor
FND
$6.55B
$20.2K ﹤0.01%
266
-62
WPP icon
2661
WPP
WPP
$4.86B
$20.2K ﹤0.01%
577
+91
PSO icon
2662
Pearson
PSO
$8.92B
$20.2K ﹤0.01%
1,351
-405
PRLB icon
2663
Protolabs
PRLB
$1.25B
$20.1K ﹤0.01%
502
+442
AMR icon
2664
Alpha Metallurgical Resources
AMR
$2.54B
$20K ﹤0.01%
178
-170
PRG icon
2665
PROG Holdings
PRG
$1.22B
$20K ﹤0.01%
680
+78
JMID
2666
Janus Henderson Mid Cap Growth Alpha ETF
JMID
$19.8M
$20K ﹤0.01%
690
LAPR icon
2667
Innovator Premium Income 15 Buffer ETF April
LAPR
$6.3M
$19.9K ﹤0.01%
+793
BEPC icon
2668
Brookfield Renewable
BEPC
$6.63B
$19.8K ﹤0.01%
605
+107
GAP
2669
The Gap Inc
GAP
$10.3B
$19.8K ﹤0.01%
906
+81
FWONK icon
2670
Liberty Media Series C
FWONK
$24.4B
$19.8K ﹤0.01%
189
-303
MRBK
2671
DELISTED
MERCANTILE BANKSHARES CORP
MRBK
$19.7K ﹤0.01%
+1,529
ASG
2672
Liberty All-Star Growth Fund
ASG
$322M
$19.7K ﹤0.01%
3,601
VIST icon
2673
Vista Energy
VIST
$4.78B
$19.6K ﹤0.01%
411
SIG icon
2674
Signet Jewelers
SIG
$3.38B
$19.6K ﹤0.01%
247
+225
AGM icon
2675
Federal Agricultural Mortgage
AGM
$1.94B
$19.6K ﹤0.01%
101
-3