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
301
$2.61M 0.05%
24,545
+4,862
302
$2.6M 0.05%
25,892
+2,705
303
$2.59M 0.05%
23,565
-11
304
$2.59M 0.05%
13,116
+4,397
305
$2.57M 0.05%
50,546
+33,186
306
$2.56M 0.05%
68,710
+430
307
$2.55M 0.05%
20,624
+2,361
308
$2.52M 0.05%
7,872
-815
309
$2.5M 0.05%
70,202
+1,160
310
$2.48M 0.05%
64,859
-3,444
311
$2.47M 0.05%
21,108
+8,500
312
$2.46M 0.05%
9,938
+6,579
313
$2.45M 0.05%
4,822
+1,602
314
$2.44M 0.05%
48,598
+33,748
315
$2.44M 0.05%
15,184
+11,232
316
$2.41M 0.05%
5,135
+1,302
317
$2.39M 0.05%
17,002
+5,090
318
$2.39M 0.05%
52,761
+10,951
319
$2.37M 0.05%
21,679
+16,455
320
$2.36M 0.05%
12,076
-38
321
$2.35M 0.05%
4,455
-57
322
$2.34M 0.05%
72,929
+23,577
323
$2.34M 0.05%
17,542
+1,169
324
$2.33M 0.05%
24,311
-3,179
325
$2.32M 0.05%
91,844
-19,792
11 12
13
14 15