FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,797
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.5M
3
+$10.5M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$8.46M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$6.8M

Top Sells

1
+$12.4M
2
+$5.14M
3
+$3.59M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.75M

Sector Composition

1 Technology 11.88%
2 Financials 4.37%
3 Healthcare 3.71%
4 Consumer Discretionary 3.06%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$487K 0.03%
+9,210
402
$481K 0.03%
3,510
+1,209
403
$480K 0.03%
7,388
+636
404
$478K 0.03%
6,208
-3,630
405
$477K 0.03%
2,339
+871
406
$474K 0.03%
1,520
+96
407
$474K 0.03%
+11,928
408
$474K 0.03%
2,835
+1,442
409
$471K 0.03%
8,081
+331
410
$469K 0.03%
5,552
+2,070
411
$469K 0.03%
17,165
+67
412
$469K 0.03%
7,529
+1,894
413
$468K 0.03%
1,765
-516
414
$468K 0.03%
1,862
+39
415
$466K 0.03%
1,479
+1,115
416
$466K 0.03%
3,592
-756
417
$465K 0.03%
4,819
+129
418
$465K 0.03%
6,522
+446
419
$459K 0.03%
18,513
-1,429
420
$457K 0.03%
3,343
+2,236
421
$454K 0.03%
6,682
-820
422
$454K 0.03%
5,024
+512
423
$451K 0.03%
3,632
+803
424
$451K 0.03%
1,854
+789
425
$449K 0.03%
69,455
+1,525
15 16
17
18 19