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
$4.99B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1 +$95M
2 +$59.4M
3 +$29.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$22.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.8M

Top Sells

1 +$17.9M
2 +$17.3M
3 +$13.9M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$12.9M
5
MBB icon
iShares MBS ETF
MBB
+$6.69M

Sector Composition

1 Technology 10.7%
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
FFBC icon
3776
First Financial Bancorp
FFBC
$2.54B
$1.53K ﹤0.01%
63
-134
UNG icon
3777
United States Natural Gas Fund
UNG
$598M
$1.53K ﹤0.01%
100
CCC
3778
CCC Intelligent Solutions
CCC
$4.75B
$1.52K ﹤0.01%
162
+114
CAR icon
3779
Avis
CAR
$4.75B
$1.52K ﹤0.01%
9
-12
UTL icon
3780
Unitil
UTL
$858M
$1.51K ﹤0.01%
29
+4
ZK icon
3781
Zeekr
ZK
$6.83B
$1.5K ﹤0.01%
59
-12
CRD.B icon
3782
Crawford & Co Class B
CRD.B
$511M
$1.5K ﹤0.01%
+144
AKBA icon
3783
Akebia Therapeutics
AKBA
$409M
$1.5K ﹤0.01%
412
DNLI icon
3784
Denali Therapeutics
DNLI
$2.93B
$1.5K ﹤0.01%
107
+100
SRI icon
3785
Stoneridge
SRI
$164M
$1.49K ﹤0.01%
212
-26
TBI
3786
Trueblue
TBI
$147M
$1.48K ﹤0.01%
229
-426
IEDI icon
3787
iShares US Consumer Focused ETF
IEDI
$30.7M
$1.48K ﹤0.01%
27
-15
BMAY icon
3788
Innovator US Equity Buffer ETF May
BMAY
$156M
$1.48K ﹤0.01%
35
NWPX icon
3789
NWPX Infrastructure Inc
NWPX
$574M
$1.48K ﹤0.01%
36
OMI icon
3790
Owens & Minor
OMI
$200M
$1.47K ﹤0.01%
162
+141
VZLA
3791
Vizsla Silver
VZLA
$1.72B
$1.47K ﹤0.01%
500
SBR
3792
Sabine Royalty Trust
SBR
$1.05B
$1.46K ﹤0.01%
22
SWTX
3793
DELISTED
SpringWorks Therapeutics
SWTX
$1.46K ﹤0.01%
31
-8
BTG icon
3794
B2Gold
BTG
$6.09B
$1.44K ﹤0.01%
+400
BORR
3795
Borr Drilling
BORR
$1.16B
$1.44K ﹤0.01%
786
+776
IRMD icon
3796
iRadimed
IRMD
$1.2B
$1.44K ﹤0.01%
24
HYXF icon
3797
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$189M
$1.43K ﹤0.01%
30
-38
AVNT icon
3798
Avient
AVNT
$2.81B
$1.42K ﹤0.01%
44
-17
HRTG icon
3799
Heritage Insurance Holdings
HRTG
$826M
$1.42K ﹤0.01%
57
BXC icon
3800
BlueLinx
BXC
$475M
$1.41K ﹤0.01%
19