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
3301
$169 ﹤0.01%
7
3302
$166 ﹤0.01%
5
3303
$166 ﹤0.01%
7
3304
$165 ﹤0.01%
22
3305
$164 ﹤0.01%
26
-22
3306
$163 ﹤0.01%
30
-6
3307
$162 ﹤0.01%
6
-2
3308
$161 ﹤0.01%
10
3309
$160 ﹤0.01%
+9
3310
$159 ﹤0.01%
+37
3311
$159 ﹤0.01%
10
-1
3312
$156 ﹤0.01%
8
+2
3313
$155 ﹤0.01%
17
-63
3314
$154 ﹤0.01%
10
3315
$154 ﹤0.01%
11
3316
$150 ﹤0.01%
+96
3317
$148 ﹤0.01%
3
-13
3318
$147 ﹤0.01%
20
-17
3319
$146 ﹤0.01%
10
-35
3320
$145 ﹤0.01%
15
3321
$145 ﹤0.01%
3
3322
$144 ﹤0.01%
25
-55
3323
$144 ﹤0.01%
8
3324
$142 ﹤0.01%
14
3325
$142 ﹤0.01%
4
+3
131 132
133
134 135