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
3376
$4.65K ﹤0.01%
293
-247
3377
$4.63K ﹤0.01%
40
+1
3378
$4.63K ﹤0.01%
1,455
3379
$4.63K ﹤0.01%
100
-953
3380
$4.62K ﹤0.01%
142
+33
3381
$4.62K ﹤0.01%
79
+17
3382
$4.62K ﹤0.01%
91
+6
3383
$4.61K ﹤0.01%
180
3384
$4.6K ﹤0.01%
561
3385
$4.6K ﹤0.01%
124
-30
3386
$4.59K ﹤0.01%
+97
3387
$4.57K ﹤0.01%
308
-321
3388
$4.54K ﹤0.01%
+62
3389
$4.54K ﹤0.01%
+330
3390
$4.54K ﹤0.01%
160
+157
3391
$4.53K ﹤0.01%
264
+188
3392
$4.52K ﹤0.01%
145
3393
$4.52K ﹤0.01%
105
-15
3394
$4.51K ﹤0.01%
+185
3395
$4.45K ﹤0.01%
47
-41
3396
$4.44K ﹤0.01%
95
+28
3397
$4.44K ﹤0.01%
146
+131
3398
$4.42K ﹤0.01%
205
3399
$4.42K ﹤0.01%
136
+37
3400
$4.42K ﹤0.01%
114
134 135
136
137 138