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
2776
$988 ﹤0.01%
106
-54
2777
$988 ﹤0.01%
79
-20
2778
$984 ﹤0.01%
15
-5
2779
$983 ﹤0.01%
12
2780
$983 ﹤0.01%
44
2781
$982 ﹤0.01%
96
+77
2782
$982 ﹤0.01%
34
2783
$981 ﹤0.01%
31
+10
2784
$980 ﹤0.01%
+40
2785
$979 ﹤0.01%
103
-4,172
2786
$979 ﹤0.01%
40
+15
2787
$976 ﹤0.01%
23
2788
$971 ﹤0.01%
100
2789
$970 ﹤0.01%
100
2790
$970 ﹤0.01%
63
-147
2791
$969 ﹤0.01%
21
-5
2792
$968 ﹤0.01%
100
2793
$964 ﹤0.01%
283
-622
2794
$961 ﹤0.01%
+336
2795
$961 ﹤0.01%
33
+17
2796
$961 ﹤0.01%
49
2797
$958 ﹤0.01%
125
2798
$956 ﹤0.01%
32
2799
$952 ﹤0.01%
100
2800
$951 ﹤0.01%
37
110 111
112
113 114