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
2751
$1.05K ﹤0.01%
17
2752
$1.04K ﹤0.01%
+25
2753
$1.04K ﹤0.01%
38
2754
$1.04K ﹤0.01%
20
-10
2755
$1.04K ﹤0.01%
37
+9
2756
$1.04K ﹤0.01%
40
-23
2757
$1.04K ﹤0.01%
11
2758
$1.03K ﹤0.01%
82
-379
2759
$1.03K ﹤0.01%
19
-10
2760
$1.03K ﹤0.01%
23
-1
2761
$1.03K ﹤0.01%
24
2762
$1.03K ﹤0.01%
20
2763
$1.03K ﹤0.01%
94
+29
2764
$1.02K ﹤0.01%
12
2765
$1.02K ﹤0.01%
25
-92
2766
$1.02K ﹤0.01%
61
-450
2767
$1.02K ﹤0.01%
15
-1
2768
$1.01K ﹤0.01%
43
-4
2769
$1K ﹤0.01%
31
-11
2770
$1K ﹤0.01%
185
2771
$1K ﹤0.01%
4
2772
$1K ﹤0.01%
82
-5
2773
$1K ﹤0.01%
44
+3
2774
$998 ﹤0.01%
12
2775
$994 ﹤0.01%
43
-45
109 110
111
112 113