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
301
$781K 0.05%
+35,516
302
$773K 0.05%
13,412
+1,944
303
$769K 0.05%
17,969
+1,818
304
$761K 0.05%
12,212
-10,809
305
$757K 0.05%
10,684
+10,648
306
$748K 0.05%
10,521
+1,143
307
$746K 0.05%
6,779
+457
308
$742K 0.05%
2,195
+299
309
$734K 0.04%
8,028
-18,965
310
$726K 0.04%
6,483
+488
311
$723K 0.04%
1,831
+542
312
$717K 0.04%
3,645
+1,272
313
$715K 0.04%
20,927
+2,314
314
$712K 0.04%
15,849
-16
315
$704K 0.04%
16,575
-835
316
$703K 0.04%
42,459
+12,811
317
$701K 0.04%
12,244
+2,109
318
$699K 0.04%
16,264
+931
319
$698K 0.04%
24,937
+663
320
$697K 0.04%
36,753
+923
321
$697K 0.04%
3,610
+391
322
$687K 0.04%
17,669
+1,159
323
$687K 0.04%
5,904
+765
324
$679K 0.04%
9,785
+9,604
325
$678K 0.04%
8,501
-12,770
11 12
13
14 15