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
3326
$140 ﹤0.01%
33
3327
$135 ﹤0.01%
10
+7
3328
$135 ﹤0.01%
7
+3
3329
$134 ﹤0.01%
45
-44
3330
$132 ﹤0.01%
10
-274
3331
$131 ﹤0.01%
20
+10
3332
$131 ﹤0.01%
3
-14
3333
$131 ﹤0.01%
9
3334
$130 ﹤0.01%
12
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3335
$130 ﹤0.01%
+2
3336
$129 ﹤0.01%
+590
3337
$128 ﹤0.01%
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3338
$128 ﹤0.01%
15
-23
3339
$127 ﹤0.01%
3
3340
$127 ﹤0.01%
2
3341
$127 ﹤0.01%
24
+5
3342
$126 ﹤0.01%
103
+99
3343
$126 ﹤0.01%
14
3344
$125 ﹤0.01%
99
+34
3345
$125 ﹤0.01%
6
+5
3346
$125 ﹤0.01%
+7
3347
$122 ﹤0.01%
3
3348
$122 ﹤0.01%
+38
3349
$121 ﹤0.01%
18
+15
3350
$120 ﹤0.01%
7
132 133
134
135 136