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
276
$888K 0.05%
4,323
-42
277
$887K 0.05%
11,340
-3,406
278
$886K 0.05%
13,347
-269
279
$885K 0.05%
43,574
+1,257
280
$873K 0.05%
15,804
+1,728
281
$867K 0.05%
11,348
+785
282
$866K 0.05%
12,791
+145
283
$866K 0.05%
5,576
-4,375
284
$863K 0.05%
17,174
-102,246
285
$858K 0.05%
32,633
-221
286
$840K 0.05%
2,181
+22
287
$839K 0.05%
3,956
-2,915
288
$835K 0.05%
8,714
+1,375
289
$826K 0.05%
40,522
+2,678
290
$820K 0.05%
7,438
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291
$819K 0.05%
49,793
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292
$809K 0.05%
28,674
-276
293
$799K 0.05%
6,567
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294
$794K 0.05%
4,816
-3,980
295
$793K 0.05%
37,801
-11,369
296
$792K 0.05%
+23,569
297
$791K 0.05%
7,907
+1,235
298
$786K 0.05%
9,250
+2,319
299
$786K 0.05%
+36,091
300
$783K 0.05%
26,225
+378
10 11
12
13 14