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
3276
$197 ﹤0.01%
11
3277
$196 ﹤0.01%
+4
3278
$196 ﹤0.01%
4
-5
3279
$196 ﹤0.01%
+10
3280
$196 ﹤0.01%
62
+57
3281
$195 ﹤0.01%
18
+17
3282
$194 ﹤0.01%
40
-9
3283
$192 ﹤0.01%
+3
3284
$189 ﹤0.01%
11
-3,279
3285
$185 ﹤0.01%
+55
3286
$184 ﹤0.01%
5
3287
$182 ﹤0.01%
+8
3288
$182 ﹤0.01%
10
-4
3289
$181 ﹤0.01%
16
-22
3290
$181 ﹤0.01%
+4
3291
$180 ﹤0.01%
17
-2
3292
$177 ﹤0.01%
5
-15
3293
$177 ﹤0.01%
20
3294
$176 ﹤0.01%
+26
3295
$174 ﹤0.01%
88
-533
3296
$174 ﹤0.01%
20
-58
3297
$173 ﹤0.01%
5
3298
$172 ﹤0.01%
1
-1
3299
$170 ﹤0.01%
15
-51
3300
$169 ﹤0.01%
54
-3
130 131
132
133 134