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
2676
$1.29K ﹤0.01%
69
+46
2677
$1.29K ﹤0.01%
103
-33
2678
$1.28K ﹤0.01%
140
2679
$1.28K ﹤0.01%
455
-676
2680
$1.28K ﹤0.01%
77
-11
2681
$1.26K ﹤0.01%
5
2682
$1.26K ﹤0.01%
560
-329
2683
$1.26K ﹤0.01%
105
+39
2684
$1.26K ﹤0.01%
104
-154
2685
$1.26K ﹤0.01%
17
2686
$1.26K ﹤0.01%
37
2687
$1.25K ﹤0.01%
125
2688
$1.25K ﹤0.01%
330
2689
$1.25K ﹤0.01%
15
2690
$1.24K ﹤0.01%
124
+26
2691
$1.23K ﹤0.01%
42
2692
$1.23K ﹤0.01%
+152
2693
$1.23K ﹤0.01%
52
2694
$1.23K ﹤0.01%
97
-83
2695
$1.22K ﹤0.01%
90
-136
2696
$1.22K ﹤0.01%
61
-71
2697
$1.22K ﹤0.01%
16
+5
2698
$1.21K ﹤0.01%
133
-380
2699
$1.2K ﹤0.01%
301
+85
2700
$1.2K ﹤0.01%
33
-23
106 107
108
109 110