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
3476
$41 ﹤0.01%
7
-51
3477
$41 ﹤0.01%
10
3478
$41 ﹤0.01%
+95
3479
$40 ﹤0.01%
1
3480
$39 ﹤0.01%
+8
3481
$39 ﹤0.01%
5
3482
$38 ﹤0.01%
1
3483
$38 ﹤0.01%
1
3484
$38 ﹤0.01%
1
3485
$38 ﹤0.01%
5
3486
$37 ﹤0.01%
1
3487
$37 ﹤0.01%
4
-41
3488
$37 ﹤0.01%
4
3489
$36 ﹤0.01%
10
3490
$36 ﹤0.01%
1
3491
$36 ﹤0.01%
5
3492
$35 ﹤0.01%
1
3493
$35 ﹤0.01%
2
3494
$34 ﹤0.01%
13
-132
3495
$33 ﹤0.01%
73
3496
$33 ﹤0.01%
25
3497
$32 ﹤0.01%
3
3498
$32 ﹤0.01%
1
3499
$32 ﹤0.01%
2
+1
3500
$31 ﹤0.01%
1
-6,243
138 139
140
141 142