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
$4.99B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$95M
2
+$59.4M
3
+$29.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$22.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.8M

Top Sells

1
+$17.9M
2
+$17.3M
3
+$13.9M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$12.9M
5
MBB icon
iShares MBS ETF
MBB
+$6.69M

Sector Composition

1 Technology 10.7%
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
IRT icon
2801
Independence Realty Trust
IRT
$4.07B
$16.2K ﹤0.01%
914
-62
ORA icon
2802
Ormat Technologies
ORA
$6.7B
$16.2K ﹤0.01%
193
+3
TFIN icon
2803
Triumph Financial Inc
TFIN
$1.5B
$16.1K ﹤0.01%
293
+78
ILF icon
2804
iShares Latin America 40 ETF
ILF
$2.31B
$16.1K ﹤0.01%
616
DY icon
2805
Dycom Industries
DY
$10.2B
$16.1K ﹤0.01%
66
-80
OPK icon
2806
Opko Health
OPK
$1.01B
$16.1K ﹤0.01%
12,219
IWL icon
2807
iShares Russell Top 200 ETF
IWL
$1.99B
$16.1K ﹤0.01%
105
-147
AFMC icon
2808
First Trust Active Factor Mid Cap ETF
AFMC
$97.2M
$16.1K ﹤0.01%
+500
TRML
2809
DELISTED
Tourmaline Bio
TRML
$16K ﹤0.01%
1,002
-657
CVBF icon
2810
CVB Financial
CVBF
$2.75B
$16K ﹤0.01%
809
-17
PAA icon
2811
Plains All American Pipeline
PAA
$12.4B
$16K ﹤0.01%
872
-399
REXR icon
2812
Rexford Industrial Realty
REXR
$9.57B
$15.9K ﹤0.01%
448
+405
MP icon
2813
MP Materials
MP
$9.65B
$15.9K ﹤0.01%
478
-1,760
PRGS icon
2814
Progress Software
PRGS
$1.85B
$15.9K ﹤0.01%
249
-44
TSLX icon
2815
Sixth Street Specialty
TSLX
$2.07B
$15.9K ﹤0.01%
667
NTCT icon
2816
NETSCOUT
NTCT
$2B
$15.9K ﹤0.01%
640
+227
LSBK icon
2817
Lake Shore Bancorp
LSBK
$110M
$15.8K ﹤0.01%
1,000
ASAN icon
2818
Asana
ASAN
$3.45B
$15.7K ﹤0.01%
1,162
+630
MBC icon
2819
MasterBrand
MBC
$1.47B
$15.7K ﹤0.01%
1,435
+1
XBJA icon
2820
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$89.3M
$15.7K ﹤0.01%
+520
NFG icon
2821
National Fuel Gas
NFG
$7.43B
$15.7K ﹤0.01%
185
+24
GDMN icon
2822
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$178M
$15.6K ﹤0.01%
+310
SEPM
2823
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$29.3M
$15.6K ﹤0.01%
507
PNFP icon
2824
Pinnacle Financial Partners
PNFP
$7.8B
$15.6K ﹤0.01%
141
-29
CADE icon
2825
Cadence Bank
CADE
$8.11B
$15.5K ﹤0.01%
486
-66
111 112
113
114 115