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
2901
$713 ﹤0.01%
16
2902
$712 ﹤0.01%
40
-10
2903
$712 ﹤0.01%
+113
2904
$711 ﹤0.01%
30
-6
2905
$710 ﹤0.01%
33
+22
2906
$709 ﹤0.01%
11
+10
2907
$709 ﹤0.01%
6
-13
2908
$706 ﹤0.01%
28
2909
$706 ﹤0.01%
56
+3
2910
$700 ﹤0.01%
120
-354
2911
$699 ﹤0.01%
+374
2912
$695 ﹤0.01%
19
+4
2913
$695 ﹤0.01%
+4
2914
$695 ﹤0.01%
5
2915
$694 ﹤0.01%
10
2916
$686 ﹤0.01%
41
+5
2917
$683 ﹤0.01%
36
+6
2918
$680 ﹤0.01%
69
-430
2919
$679 ﹤0.01%
31
-72
2920
$677 ﹤0.01%
20
2921
$674 ﹤0.01%
76
+35
2922
$672 ﹤0.01%
6
+5
2923
$672 ﹤0.01%
46
+20
2924
$671 ﹤0.01%
26
+19
2925
$669 ﹤0.01%
51
-145
115 116
117
118 119