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
3126
$346 ﹤0.01%
16
3127
$345 ﹤0.01%
+4
3128
$344 ﹤0.01%
21
-4
3129
$341 ﹤0.01%
165
3130
$341 ﹤0.01%
5
-1
3131
$340 ﹤0.01%
5
3132
$339 ﹤0.01%
5
3133
$338 ﹤0.01%
15
-48
3134
$337 ﹤0.01%
30
3135
$337 ﹤0.01%
28
-22
3136
$333 ﹤0.01%
+250
3137
$330 ﹤0.01%
+15
3138
$330 ﹤0.01%
11
3139
$329 ﹤0.01%
18
+3
3140
$329 ﹤0.01%
11
3141
$328 ﹤0.01%
+114
3142
$327 ﹤0.01%
268
+14
3143
$327 ﹤0.01%
15
3144
$327 ﹤0.01%
23
-35
3145
$326 ﹤0.01%
+10
3146
$326 ﹤0.01%
7
3147
$326 ﹤0.01%
39
3148
$324 ﹤0.01%
7
+6
3149
$319 ﹤0.01%
25
-91
3150
$319 ﹤0.01%
10
124 125
126
127 128