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
4076
$391 ﹤0.01%
13
4077
$389 ﹤0.01%
9
+4
4078
$388 ﹤0.01%
28
-48
4079
$387 ﹤0.01%
26
-4,278
4080
$386 ﹤0.01%
125
4081
$386 ﹤0.01%
28
4082
$385 ﹤0.01%
25
-1
4083
$384 ﹤0.01%
47
4084
$383 ﹤0.01%
6
-13
4085
$383 ﹤0.01%
45
4086
$380 ﹤0.01%
40
4087
$378 ﹤0.01%
+20
4088
$377 ﹤0.01%
14
4089
$377 ﹤0.01%
2
-13
4090
$376 ﹤0.01%
11
-180
4091
$369 ﹤0.01%
40
4092
$369 ﹤0.01%
34
-85
4093
$369 ﹤0.01%
53
-2
4094
$369 ﹤0.01%
25
4095
$366 ﹤0.01%
38
4096
$365 ﹤0.01%
7
-1
4097
$364 ﹤0.01%
100
4098
$362 ﹤0.01%
+126
4099
$362 ﹤0.01%
42
-58
4100
$360 ﹤0.01%
+67
162 163
164
165 166