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
4126
$302 ﹤0.01%
15
-66
4127
$302 ﹤0.01%
+9
4128
$301 ﹤0.01%
25
4129
$300 ﹤0.01%
+12
4130
$298 ﹤0.01%
15
-4
4131
$297 ﹤0.01%
1,000
4132
$293 ﹤0.01%
10
4133
$291 ﹤0.01%
21
+20
4134
$289 ﹤0.01%
12
4135
$289 ﹤0.01%
50
4136
$283 ﹤0.01%
3
4137
$283 ﹤0.01%
8
4138
$282 ﹤0.01%
5
-102
4139
$282 ﹤0.01%
6
4140
$281 ﹤0.01%
4
+2
4141
$280 ﹤0.01%
4
4142
$280 ﹤0.01%
28
4143
$280 ﹤0.01%
+20
4144
$279 ﹤0.01%
12
4145
$276 ﹤0.01%
17
4146
$276 ﹤0.01%
+6
4147
$275 ﹤0.01%
129
-110
4148
$274 ﹤0.01%
47
4149
$273 ﹤0.01%
26
4150
$265 ﹤0.01%
21
-30
164 165
166
167 168