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
2951
$619 ﹤0.01%
53
+3
2952
$617 ﹤0.01%
47
2953
$613 ﹤0.01%
35
2954
$613 ﹤0.01%
60
-256
2955
$611 ﹤0.01%
315
-124
2956
$609 ﹤0.01%
7
2957
$609 ﹤0.01%
17
+4
2958
$608 ﹤0.01%
3
2959
$605 ﹤0.01%
22
-1
2960
$603 ﹤0.01%
45
-2
2961
$601 ﹤0.01%
50
-30
2962
$600 ﹤0.01%
17
2963
$595 ﹤0.01%
15
2964
$593 ﹤0.01%
20
2965
$587 ﹤0.01%
85
+79
2966
$583 ﹤0.01%
55
2967
$583 ﹤0.01%
13
2968
$582 ﹤0.01%
63
-5
2969
$581 ﹤0.01%
47
-70
2970
$580 ﹤0.01%
26
2971
$577 ﹤0.01%
158
+46
2972
$576 ﹤0.01%
15
-15
2973
$575 ﹤0.01%
86
+24
2974
$575 ﹤0.01%
60
-94
2975
$573 ﹤0.01%
11
117 118
119
120 121