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
351
$612K 0.04%
40,229
+8,735
352
$612K 0.04%
17,445
-529
353
$610K 0.04%
1,295
+176
354
$604K 0.04%
6,836
-1,214
355
$603K 0.04%
8,232
+7,338
356
$600K 0.04%
13,278
+2,977
357
$593K 0.04%
10,267
+236
358
$592K 0.04%
22,929
-786
359
$592K 0.04%
2,676
-3,211
360
$590K 0.04%
2,772
+400
361
$578K 0.04%
3,945
+229
362
$571K 0.03%
1,940
+287
363
$570K 0.03%
1,032
+1,000
364
$569K 0.03%
+22,590
365
$568K 0.03%
23,366
-1,914
366
$565K 0.03%
16,158
+14,094
367
$565K 0.03%
+22,505
368
$562K 0.03%
2,176
-140
369
$561K 0.03%
+22,190
370
$559K 0.03%
17,202
+1,334
371
$559K 0.03%
+11,222
372
$558K 0.03%
9,788
+6,158
373
$555K 0.03%
11,736
+1,027
374
$553K 0.03%
18,194
+875
375
$553K 0.03%
2,649
+438
13 14
15
16 17