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
376
$549K 0.03%
8,750
+8,303
377
$543K 0.03%
40,842
+2,857
378
$542K 0.03%
13,167
+509
379
$540K 0.03%
1,046
+102
380
$533K 0.03%
21,534
+82
381
$532K 0.03%
6,190
+628
382
$522K 0.03%
11,988
-3,313
383
$518K 0.03%
22,800
+683
384
$518K 0.03%
16,125
+115
385
$516K 0.03%
1,188
+596
386
$512K 0.03%
66,982
-875
387
$512K 0.03%
6,268
+3,828
388
$511K 0.03%
1,722
+362
389
$507K 0.03%
14,216
+8,317
390
$507K 0.03%
41,861
+15,292
391
$507K 0.03%
9,935
-23,465
392
$505K 0.03%
86,964
+70
393
$504K 0.03%
10,226
+973
394
$503K 0.03%
20,113
+491
395
$501K 0.03%
6,544
+4,246
396
$500K 0.03%
2,171
+72
397
$500K 0.03%
5,203
+389
398
$496K 0.03%
5,524
+4,497
399
$493K 0.03%
2,766
+650
400
$492K 0.03%
10,194
+1,018
14 15
16
17 18