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
3351
$5K ﹤0.01%
181
3352
$4.99K ﹤0.01%
87
-15
3353
$4.99K ﹤0.01%
1,254
3354
$4.93K ﹤0.01%
523
+438
3355
$4.91K ﹤0.01%
1,056
+458
3356
$4.91K ﹤0.01%
400
-40
3357
$4.91K ﹤0.01%
223
-290
3358
$4.9K ﹤0.01%
374
+366
3359
$4.9K ﹤0.01%
+235
3360
$4.89K ﹤0.01%
+1,080
3361
$4.87K ﹤0.01%
+131
3362
$4.83K ﹤0.01%
+115
3363
$4.83K ﹤0.01%
275
-33
3364
$4.82K ﹤0.01%
790
3365
$4.81K ﹤0.01%
568
+525
3366
$4.76K ﹤0.01%
60
3367
$4.76K ﹤0.01%
411
+99
3368
$4.75K ﹤0.01%
207
+72
3369
$4.74K ﹤0.01%
67
-25
3370
$4.73K ﹤0.01%
176
3371
$4.72K ﹤0.01%
169
+2
3372
$4.71K ﹤0.01%
+1,472
3373
$4.71K ﹤0.01%
341
+183
3374
$4.69K ﹤0.01%
87
-99
3375
$4.66K ﹤0.01%
561
+476