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
251
$3.28M 0.07%
135,499
+50,209
252
$3.28M 0.07%
108,939
-3,288
253
$3.25M 0.07%
32,780
+156
254
$3.18M 0.06%
5,845
+2,629
255
$3.14M 0.06%
39,613
+21,343
256
$3.11M 0.06%
73,346
+13,742
257
$3.06M 0.06%
528
+56
258
$3.05M 0.06%
161,201
+46,657
259
$3.04M 0.06%
17,201
+3,584
260
$3.03M 0.06%
104,123
+103,074
261
$3.03M 0.06%
27,717
+9,392
262
$3.02M 0.06%
72,196
+36,954
263
$3.02M 0.06%
12,968
+2,442
264
$3.02M 0.06%
8,241
+195
265
$3.01M 0.06%
59,821
+19,005
266
$2.99M 0.06%
56,195
-375
267
$2.99M 0.06%
7,558
+759
268
$2.98M 0.06%
12,931
+6,693
269
$2.97M 0.06%
7,341
+974
270
$2.95M 0.06%
70,610
+10,351
271
$2.94M 0.06%
2,801
+240
272
$2.93M 0.06%
130,762
+39,459
273
$2.9M 0.06%
21,791
+7,070
274
$2.89M 0.06%
25,086
+11,222
275
$2.86M 0.06%
55,727
+13,937
9 10
11
12 13