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
351
$2.1M 0.04%
17,328
+1,700
352
$2.09M 0.04%
67,492
+902
353
$2.09M 0.04%
5,259
-4,504
354
$2.08M 0.04%
21,109
+7,474
355
$2.08M 0.04%
+72,187
356
$2.05M 0.04%
2,803
+277
357
$2.04M 0.04%
24,510
+16,884
358
$2.04M 0.04%
12,988
+148
359
$2.04M 0.04%
11,134
+3,539
360
$2.04M 0.04%
5,803
361
$2.03M 0.04%
7,611
+1,212
362
$2.01M 0.04%
64,966
+21,366
363
$2.01M 0.04%
38,438
-23,176
364
$2.01M 0.04%
38,004
+17,212
365
$2.01M 0.04%
7,339
+406
366
$2M 0.04%
8,746
+1,056
367
$1.99M 0.04%
79,650
-10,539
368
$1.99M 0.04%
24,696
+9,366
369
$1.98M 0.04%
30,272
+6,535
370
$1.98M 0.04%
37,050
+9,325
371
$1.96M 0.04%
20,120
-1,645
372
$1.95M 0.04%
7,915
+104
373
$1.95M 0.04%
137,190
+12,556
374
$1.94M 0.04%
8,169
+5,009
375
$1.94M 0.04%
82,215
-59,361
13 14
15
16 17