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
376
$1.92M 0.04%
5,955
+451
377
$1.9M 0.04%
14,154
+11,887
378
$1.88M 0.04%
65,061
-880
379
$1.88M 0.04%
27,385
+26,351
380
$1.88M 0.04%
35,090
-4,065
381
$1.88M 0.04%
37,718
+32,802
382
$1.87M 0.04%
19,794
-1,267
383
$1.87M 0.04%
18,289
+5,581
384
$1.87M 0.04%
20,176
-15,481
385
$1.86M 0.04%
11,895
+7,157
386
$1.85M 0.04%
16,411
-593
387
$1.85M 0.04%
12,137
+1,652
388
$1.85M 0.04%
31,520
-7,026
389
$1.84M 0.04%
25,959
-16,055
390
$1.83M 0.04%
9,849
+3,250
391
$1.82M 0.04%
2,574
+718
392
$1.82M 0.04%
4,164
+985
393
$1.82M 0.04%
36,094
+21,760
394
$1.81M 0.04%
15,985
+11,851
395
$1.81M 0.04%
62,997
+2,146
396
$1.81M 0.04%
39,201
+3,157
397
$1.81M 0.04%
9,695
+3,228
398
$1.8M 0.04%
12,557
+11,455
399
$1.79M 0.04%
684
+55
400
$1.78M 0.04%
19,407
+4,476
14 15
16
17 18