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
4201
$198 ﹤0.01%
22
+14
4202
$195 ﹤0.01%
100
4203
$195 ﹤0.01%
5
+1
4204
$195 ﹤0.01%
100
4205
$194 ﹤0.01%
100
-1,781
4206
$191 ﹤0.01%
6
-13
4207
$191 ﹤0.01%
3
4208
$190 ﹤0.01%
33
-71
4209
$188 ﹤0.01%
41
4210
$187 ﹤0.01%
+362
4211
$186 ﹤0.01%
13
-5
4212
$185 ﹤0.01%
+2
4213
$184 ﹤0.01%
+8
4214
$183 ﹤0.01%
32
-44
4215
$182 ﹤0.01%
6
4216
$181 ﹤0.01%
160
4217
$181 ﹤0.01%
1
-11
4218
$181 ﹤0.01%
14
4219
$179 ﹤0.01%
60
4220
$175 ﹤0.01%
4
-36
4221
$173 ﹤0.01%
+4
4222
$172 ﹤0.01%
100
4223
$171 ﹤0.01%
7
4224
$167 ﹤0.01%
5
4225
$164 ﹤0.01%
27
167 168
169
170 171