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
3251
$217 ﹤0.01%
52
-54
3252
$216 ﹤0.01%
10
3253
$215 ﹤0.01%
9
3254
$214 ﹤0.01%
6
3255
$213 ﹤0.01%
61
-51
3256
$213 ﹤0.01%
2
-2
3257
$211 ﹤0.01%
5
-1
3258
$210 ﹤0.01%
4
3259
– –
0
3260
$210 ﹤0.01%
1
3261
$208 ﹤0.01%
+4
3262
$208 ﹤0.01%
16
-69
3263
$208 ﹤0.01%
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-4
3264
$207 ﹤0.01%
50
3265
$207 ﹤0.01%
+406
3266
$206 ﹤0.01%
15
-1
3267
$206 ﹤0.01%
18
-732
3268
$204 ﹤0.01%
3
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3269
$202 ﹤0.01%
4
3270
$201 ﹤0.01%
16
+13
3271
$201 ﹤0.01%
40
-4
3272
$201 ﹤0.01%
+79
3273
$201 ﹤0.01%
25
-75
3274
$200 ﹤0.01%
15
-10
3275
$199 ﹤0.01%
28
+8
129 130
131
132 133