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
4251
$144 ﹤0.01%
1,598
4252
$143 ﹤0.01%
+5
4253
$142 ﹤0.01%
7
-35
4254
$142 ﹤0.01%
+6
4255
$141 ﹤0.01%
99
4256
$141 ﹤0.01%
5
-40
4257
$140 ﹤0.01%
6
-3
4258
$138 ﹤0.01%
15
4259
$137 ﹤0.01%
2
-15
4260
$133 ﹤0.01%
+10
4261
$133 ﹤0.01%
60
4262
$132 ﹤0.01%
4
4263
$131 ﹤0.01%
18
4264
$130 ﹤0.01%
89
4265
$130 ﹤0.01%
12
+6
4266
$128 ﹤0.01%
2
-70
4267
$128 ﹤0.01%
10
-9
4268
$128 ﹤0.01%
+1
4269
$128 ﹤0.01%
2
4270
$127 ﹤0.01%
7
4271
$126 ﹤0.01%
100
4272
$123 ﹤0.01%
8
4273
$123 ﹤0.01%
2
+1
4274
$123 ﹤0.01%
+29
4275
$122 ﹤0.01%
5
-10
169 170
171
172 173