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
3051
$445 ﹤0.01%
31
3052
$444 ﹤0.01%
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-40
3053
$442 ﹤0.01%
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3054
$442 ﹤0.01%
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3055
$441 ﹤0.01%
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3056
$437 ﹤0.01%
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3057
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+81
3058
$436 ﹤0.01%
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+10
3059
$431 ﹤0.01%
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3060
$430 ﹤0.01%
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3061
$427 ﹤0.01%
27
-23
3062
$424 ﹤0.01%
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+12
3063
$424 ﹤0.01%
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3064
$423 ﹤0.01%
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3065
$423 ﹤0.01%
40
3066
$420 ﹤0.01%
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3067
$420 ﹤0.01%
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-4
3068
$419 ﹤0.01%
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3069
$419 ﹤0.01%
+35
3070
$418 ﹤0.01%
12
3071
$417 ﹤0.01%
13
3072
$413 ﹤0.01%
4
-5
3073
$412 ﹤0.01%
33
+13
3074
$409 ﹤0.01%
+73
3075
$409 ﹤0.01%
11
121 122
123
124 125