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
2851
$804 ﹤0.01%
74
-3
2852
$804 ﹤0.01%
20
2853
$803 ﹤0.01%
18
2854
$803 ﹤0.01%
41
-8
2855
$801 ﹤0.01%
23
2856
$800 ﹤0.01%
51
-95
2857
$799 ﹤0.01%
17
-6
2858
$798 ﹤0.01%
22
2859
$795 ﹤0.01%
62
+16
2860
$795 ﹤0.01%
193
-262
2861
$795 ﹤0.01%
22
-5
2862
$794 ﹤0.01%
6
-9
2863
$790 ﹤0.01%
71
+10
2864
$789 ﹤0.01%
10
-1
2865
$789 ﹤0.01%
190
-142
2866
$778 ﹤0.01%
91
2867
$775 ﹤0.01%
5
2868
$774 ﹤0.01%
88
-927
2869
$772 ﹤0.01%
23
2870
$772 ﹤0.01%
45
2871
$770 ﹤0.01%
10
-1
2872
$770 ﹤0.01%
50
2873
$769 ﹤0.01%
46
2874
$769 ﹤0.01%
10
2875
$769 ﹤0.01%
9
-1
113 114
115
116 117