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
251
$1.02M 0.06%
5,123
+2,450
252
$997K 0.06%
17,853
+5,183
253
$996K 0.06%
10,411
+271
254
$988K 0.06%
15,403
+2,925
255
$987K 0.06%
40,861
-2,532
256
$984K 0.06%
182,864
-5,355
257
$977K 0.06%
7,940
-1,663
258
$971K 0.06%
7,836
+42
259
$970K 0.06%
5,108
-4,754
260
$968K 0.06%
42,620
-20,303
261
$963K 0.06%
10,297
+890
262
$947K 0.06%
20,529
-58
263
$947K 0.06%
10,632
-17,237
264
$942K 0.06%
58,217
+197
265
$939K 0.06%
7,163
+283
266
$936K 0.06%
927
-12
267
$935K 0.06%
9,277
-20
268
$935K 0.06%
9,520
+690
269
$924K 0.06%
5,875
-1,730
270
$922K 0.06%
29,309
+5,556
271
$912K 0.06%
7,084
+913
272
$908K 0.06%
14,313
+1,781
273
$903K 0.05%
29,398
+8,908
274
$897K 0.05%
1,672
+97
275
$896K 0.05%
12,851
+3,116
9 10
11
12 13