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
3976
$672 ﹤0.01%
200
3977
$667 ﹤0.01%
63
3978
$663 ﹤0.01%
22
-14
3979
$662 ﹤0.01%
29
-121
3980
$662 ﹤0.01%
25
-1,001
3981
$660 ﹤0.01%
17
-36
3982
$659 ﹤0.01%
503
-199
3983
$658 ﹤0.01%
54
3984
$657 ﹤0.01%
71
+50
3985
$651 ﹤0.01%
157
+132
3986
$649 ﹤0.01%
+34
3987
$648 ﹤0.01%
+400
3988
$646 ﹤0.01%
50
3989
$641 ﹤0.01%
52
3990
$631 ﹤0.01%
18
-17
3991
$622 ﹤0.01%
29
+7
3992
$620 ﹤0.01%
26
3993
$618 ﹤0.01%
22
3994
$611 ﹤0.01%
+1,000
3995
$607 ﹤0.01%
52
3996
$607 ﹤0.01%
52
3997
$606 ﹤0.01%
7
-11
3998
$600 ﹤0.01%
19
-183
3999
$599 ﹤0.01%
52
-22
4000
$598 ﹤0.01%
+64
158 159
160
161 162