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
3376
$101 ﹤0.01%
8
3377
$100 ﹤0.01%
10
3378
$99 ﹤0.01%
3
3379
$99 ﹤0.01%
3
3380
$98 ﹤0.01%
2
3381
$98 ﹤0.01%
3
3382
$97 ﹤0.01%
4
-19
3383
$96 ﹤0.01%
+2
3384
$95 ﹤0.01%
5
3385
$95 ﹤0.01%
30
3386
$95 ﹤0.01%
20
-5
3387
$94 ﹤0.01%
17
+15
3388
$94 ﹤0.01%
+5
3389
$93 ﹤0.01%
+6
3390
$93 ﹤0.01%
150
3391
$92 ﹤0.01%
50
-4
3392
$91 ﹤0.01%
7
-1
3393
$91 ﹤0.01%
+341
3394
$90 ﹤0.01%
32
-310
3395
$89 ﹤0.01%
3
3396
$89 ﹤0.01%
6
3397
$87 ﹤0.01%
+10
3398
$87 ﹤0.01%
1
3399
$86 ﹤0.01%
+32
3400
$86 ﹤0.01%
14
-10
134 135
136
137 138