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
326
$677K 0.04%
5,302
+22
327
$672K 0.04%
677
+36
328
$663K 0.04%
11,588
-73
329
$660K 0.04%
1,877
-486
330
$655K 0.04%
10,944
-3,242
331
$654K 0.04%
2,541
+513
332
$654K 0.04%
5,948
+1,091
333
$653K 0.04%
15,494
-4,936
334
$651K 0.04%
10,921
335
$646K 0.04%
2,023
+579
336
$646K 0.04%
3,796
-2,628
337
$637K 0.04%
12,793
-1,718
338
$634K 0.04%
5,514
+4,840
339
$631K 0.04%
5,559
+102
340
$628K 0.04%
6,302
+819
341
$626K 0.04%
4,732
-8,762
342
$625K 0.04%
6,655
-49
343
$624K 0.04%
4,848
+3,106
344
$622K 0.04%
6,200
+1,783
345
$621K 0.04%
640
+4
346
$620K 0.04%
3,776
+818
347
$617K 0.04%
1,537
-1,743
348
$616K 0.04%
8,402
+5,651
349
$616K 0.04%
2,707
+393
350
$613K 0.04%
+25,835
12 13
14
15 16