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
326
$2.3M 0.05%
41,744
+1,314
327
$2.29M 0.05%
44,416
+7,897
328
$2.28M 0.05%
6,504
+3,825
329
$2.27M 0.05%
45,407
+30,432
330
$2.23M 0.04%
62,540
+5,140
331
$2.23M 0.04%
64,968
-465
332
$2.21M 0.04%
11,389
+1,572
333
$2.2M 0.04%
66,788
+18,345
334
$2.19M 0.04%
32,132
-650
335
$2.19M 0.04%
3
336
$2.18M 0.04%
12,665
+3,685
337
$2.18M 0.04%
54,577
-4,984
338
$2.18M 0.04%
69,286
+2,990
339
$2.18M 0.04%
62,981
+21,112
340
$2.17M 0.04%
9,679
+4,878
341
$2.15M 0.04%
80,263
-15,889
342
$2.15M 0.04%
35,213
+15,377
343
$2.15M 0.04%
71,734
+9,657
344
$2.15M 0.04%
65,511
+57,048
345
$2.12M 0.04%
14,947
-915
346
$2.11M 0.04%
12,587
+1,844
347
$2.11M 0.04%
2,746
+355
348
$2.11M 0.04%
48,305
+19,217
349
$2.1M 0.04%
8,818
+3,701
350
$2.1M 0.04%
8,455
+4,861
12 13
14
15 16