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
3951
$756 ﹤0.01%
38
3952
$745 ﹤0.01%
51
-14
3953
$740 ﹤0.01%
22
3954
$732 ﹤0.01%
11
+4
3955
$731 ﹤0.01%
65
-37
3956
$730 ﹤0.01%
7
-25
3957
$728 ﹤0.01%
16
+3
3958
$727 ﹤0.01%
+18
3959
$727 ﹤0.01%
46
-119
3960
$726 ﹤0.01%
24
-71
3961
$710 ﹤0.01%
40
+35
3962
$710 ﹤0.01%
+251
3963
$705 ﹤0.01%
295
-2,518
3964
$702 ﹤0.01%
64
3965
$700 ﹤0.01%
35
3966
$700 ﹤0.01%
+1,000
3967
$698 ﹤0.01%
9
-20
3968
$697 ﹤0.01%
41
-5
3969
$696 ﹤0.01%
+22
3970
$691 ﹤0.01%
19
3971
$689 ﹤0.01%
38
-10
3972
$684 ﹤0.01%
48
3973
$680 ﹤0.01%
26
3974
$679 ﹤0.01%
24
-15
3975
$677 ﹤0.01%
15
-37
157 158
159
160 161