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
2876
$765 ﹤0.01%
45
-14
2877
$754 ﹤0.01%
10
+7
2878
$752 ﹤0.01%
78
2879
$748 ﹤0.01%
+37
2880
$747 ﹤0.01%
10
-1
2881
$744 ﹤0.01%
20
-1
2882
$743 ﹤0.01%
19
-21
2883
$743 ﹤0.01%
+35
2884
$742 ﹤0.01%
47
+19
2885
$740 ﹤0.01%
+9
2886
$740 ﹤0.01%
13
-12
2887
$739 ﹤0.01%
28
+6
2888
$739 ﹤0.01%
32
2889
$738 ﹤0.01%
40
2890
$736 ﹤0.01%
2
2891
$736 ﹤0.01%
63
+25
2892
$733 ﹤0.01%
17
2893
$733 ﹤0.01%
+16
2894
$732 ﹤0.01%
14
2895
$732 ﹤0.01%
85
2896
$729 ﹤0.01%
17
2897
$727 ﹤0.01%
25
-79
2898
$720 ﹤0.01%
35
-49
2899
$716 ﹤0.01%
16
-44
2900
$716 ﹤0.01%
90
114 115
116
117 118