FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$87.9M
2
+$55.8M
3
+$28.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$21.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$21.3M

Top Sells

1
+$17.1M
2
+$16.1M
3
+$13.1M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$11.9M
5
MBB icon
iShares MBS ETF
MBB
+$6.6M

Sector Composition

1 Technology 10.71%
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
2701
$19K ﹤0.01%
125
+52
2702
$19K ﹤0.01%
80
2703
$19K ﹤0.01%
1,000
+750
2704
$18.9K ﹤0.01%
1,285
+1,235
2705
$18.9K ﹤0.01%
711
2706
$18.9K ﹤0.01%
287
-184
2707
$18.8K ﹤0.01%
512
+82
2708
$18.8K ﹤0.01%
5,358
+4,896
2709
$18.8K ﹤0.01%
195
+167
2710
$18.8K ﹤0.01%
299
-42
2711
$18.8K ﹤0.01%
1,776
+1,775
2712
$18.7K ﹤0.01%
106
+2
2713
$18.7K ﹤0.01%
7,775
+7,653
2714
$18.7K ﹤0.01%
354
+59
2715
$18.7K ﹤0.01%
2,790
+2,275
2716
$18.7K ﹤0.01%
1,114
-886
2717
$18.7K ﹤0.01%
232
2718
$18.6K ﹤0.01%
10,829
+256
2719
$18.6K ﹤0.01%
5,677
+248
2720
$18.6K ﹤0.01%
187
-330
2721
$18.5K ﹤0.01%
121
2722
$18.5K ﹤0.01%
149
-112
2723
$18.5K ﹤0.01%
839
-158
2724
$18.5K ﹤0.01%
599
-289
2725
$18.5K ﹤0.01%
697
-198
107 108
109
110 111