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
3501
$3.48K ﹤0.01%
185
3502
$3.48K ﹤0.01%
104
-311
3503
$3.45K ﹤0.01%
2,366
3504
$3.45K ﹤0.01%
519
+518
3505
$3.44K ﹤0.01%
+264
3506
$3.44K ﹤0.01%
167
-43
3507
$3.4K ﹤0.01%
45
3508
$3.36K ﹤0.01%
133
-61
3509
$3.32K ﹤0.01%
+353
3510
$3.32K ﹤0.01%
406
+205
3511
$3.31K ﹤0.01%
144
3512
$3.31K ﹤0.01%
400
+366
3513
$3.3K ﹤0.01%
42
+6
3514
$3.3K ﹤0.01%
+500
3515
$3.3K ﹤0.01%
600
3516
$3.3K ﹤0.01%
100
3517
$3.3K ﹤0.01%
24
+1
3518
$3.29K ﹤0.01%
31
-49
3519
$3.28K ﹤0.01%
342
-341
3520
$3.28K ﹤0.01%
57
-4
3521
$3.27K ﹤0.01%
2,500
3522
$3.26K ﹤0.01%
80
+16
3523
$3.26K ﹤0.01%
119
+83
3524
$3.23K ﹤0.01%
71
-74
3525
$3.23K ﹤0.01%
210
139 140
141
142 143