FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.99B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1 +$87.9M
2 +$55.8M
3 +$28.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$21.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$21.3M

Top Sells

1 +$17.1M
2 +$16.1M
3 +$13.1M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$11.9M
5
MBB icon
iShares MBS ETF
MBB
+$6.6M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.41%
3 Financials 4.2%
4 Healthcare 2.71%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$11.9K ﹤0.01%
225
-287
2977
$11.9K ﹤0.01%
56
+40
2978
$11.9K ﹤0.01%
225
+4
2979
$11.9K ﹤0.01%
560
-94
2980
$11.9K ﹤0.01%
281
2981
$11.8K ﹤0.01%
+122
2982
$11.8K ﹤0.01%
940
+364
2983
$11.8K ﹤0.01%
504
+502
2984
$11.8K ﹤0.01%
+300
2985
$11.8K ﹤0.01%
1,173
2986
$11.8K ﹤0.01%
346
-151
2987
$11.7K ﹤0.01%
252
+110
2988
$11.7K ﹤0.01%
1,714
+1,331
2989
$11.7K ﹤0.01%
829
+343
2990
$11.7K ﹤0.01%
328
-2
2991
$11.7K ﹤0.01%
+767
2992
$11.6K ﹤0.01%
+1,769
2993
$11.6K ﹤0.01%
700
2994
$11.6K ﹤0.01%
1,364
+424
2995
$11.6K ﹤0.01%
196
-62
2996
$11.6K ﹤0.01%
225
2997
$11.5K ﹤0.01%
341
+233
2998
$11.5K ﹤0.01%
620
-22
2999
$11.4K ﹤0.01%
48
-48
3000
$11.4K ﹤0.01%
580
-3,257