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
2826
$870 ﹤0.01%
20
+7
2827
$865 ﹤0.01%
22
-9
2828
$859 ﹤0.01%
102
-46
2829
$858 ﹤0.01%
10
2830
$856 ﹤0.01%
35
2831
$848 ﹤0.01%
17
2832
$848 ﹤0.01%
11
2833
$847 ﹤0.01%
65
2834
$846 ﹤0.01%
21
-1
2835
$846 ﹤0.01%
62
-1
2836
$840 ﹤0.01%
27
2837
$840 ﹤0.01%
36
-6
2838
$838 ﹤0.01%
+91
2839
$834 ﹤0.01%
25
+24
2840
$833 ﹤0.01%
20
2841
$832 ﹤0.01%
13
2842
$832 ﹤0.01%
45
+5
2843
$828 ﹤0.01%
11
2844
$828 ﹤0.01%
92
-180
2845
$825 ﹤0.01%
25
2846
$822 ﹤0.01%
23
-1,019
2847
$810 ﹤0.01%
10
-2
2848
$808 ﹤0.01%
9
2849
$806 ﹤0.01%
7
+2
2850
$805 ﹤0.01%
38
-1
112 113
114
115 116