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
2926
$668 ﹤0.01%
30
2927
$667 ﹤0.01%
74
2928
$664 ﹤0.01%
10
2929
$663 ﹤0.01%
53
2930
$659 ﹤0.01%
47
2931
$656 ﹤0.01%
135
2932
$655 ﹤0.01%
11
2933
$652 ﹤0.01%
29
+14
2934
$651 ﹤0.01%
25
2935
$650 ﹤0.01%
3
2936
$650 ﹤0.01%
17
2937
$650 ﹤0.01%
92
2938
$648 ﹤0.01%
18
2939
$648 ﹤0.01%
+269
2940
$645 ﹤0.01%
71
2941
$644 ﹤0.01%
32
2942
$641 ﹤0.01%
7
2943
$639 ﹤0.01%
35
-10
2944
$638 ﹤0.01%
89
+17
2945
$635 ﹤0.01%
152
-15
2946
$632 ﹤0.01%
28
-5
2947
$632 ﹤0.01%
12
-74
2948
$622 ﹤0.01%
43
-3
2949
$622 ﹤0.01%
17
2950
$620 ﹤0.01%
9
116 117
118
119 120