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
4051
$458 ﹤0.01%
14
+13
4052
$458 ﹤0.01%
42
-34
4053
$451 ﹤0.01%
550
4054
$448 ﹤0.01%
4
+3
4055
$444 ﹤0.01%
+8
4056
$438 ﹤0.01%
27
-1
4057
$432 ﹤0.01%
11
+6
4058
$428 ﹤0.01%
+20
4059
$421 ﹤0.01%
12
+5
4060
$420 ﹤0.01%
40
-100
4061
$418 ﹤0.01%
45
4062
$418 ﹤0.01%
2
4063
$414 ﹤0.01%
+9
4064
$413 ﹤0.01%
34
+6
4065
$412 ﹤0.01%
+207
4066
$411 ﹤0.01%
18
4067
$410 ﹤0.01%
16
-17
4068
$406 ﹤0.01%
40
4069
$404 ﹤0.01%
5
-55
4070
$403 ﹤0.01%
58
4071
$399 ﹤0.01%
8
4072
$399 ﹤0.01%
13
-12
4073
$398 ﹤0.01%
15
4074
$396 ﹤0.01%
+20
4075
$396 ﹤0.01%
+51
161 162
163
164 165