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
2726
$1.12K ﹤0.01%
488
+39
2727
$1.12K ﹤0.01%
10
2728
$1.11K ﹤0.01%
47
2729
$1.11K ﹤0.01%
55
-22
2730
$1.11K ﹤0.01%
75
2731
$1.11K ﹤0.01%
100
2732
$1.11K ﹤0.01%
49
-13
2733
$1.1K ﹤0.01%
18
2734
$1.1K ﹤0.01%
128
-93
2735
$1.1K ﹤0.01%
94
2736
$1.1K ﹤0.01%
34
2737
$1.1K ﹤0.01%
10
2738
$1.1K ﹤0.01%
92
-36
2739
$1.1K ﹤0.01%
36
2740
$1.1K ﹤0.01%
26
+7
2741
$1.1K ﹤0.01%
+59
2742
$1.09K ﹤0.01%
33
+7
2743
$1.08K ﹤0.01%
18
2744
$1.07K ﹤0.01%
21
2745
$1.07K ﹤0.01%
45
2746
$1.06K ﹤0.01%
36
2747
$1.06K ﹤0.01%
145
2748
$1.06K ﹤0.01%
20
2749
$1.05K ﹤0.01%
366
2750
$1.05K ﹤0.01%
336
+12
108 109
110
111 112