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
2701
$1.19K ﹤0.01%
38
2702
$1.19K ﹤0.01%
30
+5
2703
$1.18K ﹤0.01%
+7
2704
$1.18K ﹤0.01%
109
2705
$1.17K ﹤0.01%
58
2706
$1.17K ﹤0.01%
43
-20
2707
$1.17K ﹤0.01%
266
+1
2708
$1.17K ﹤0.01%
74
+5
2709
$1.17K ﹤0.01%
500
2710
$1.16K ﹤0.01%
33
+5
2711
$1.16K ﹤0.01%
155
2712
$1.16K ﹤0.01%
36
-48
2713
$1.15K ﹤0.01%
89
+40
2714
$1.15K ﹤0.01%
262
-56
2715
$1.15K ﹤0.01%
40
+15
2716
$1.15K ﹤0.01%
24
2717
$1.15K ﹤0.01%
55
-109
2718
$1.14K ﹤0.01%
17
2719
$1.14K ﹤0.01%
267
+221
2720
$1.14K ﹤0.01%
22
+10
2721
$1.14K ﹤0.01%
89
+73
2722
$1.13K ﹤0.01%
85
-169
2723
$1.13K ﹤0.01%
40
2724
$1.13K ﹤0.01%
72
2725
$1.12K ﹤0.01%
29
+1
107 108
109
110 111