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
4326
$78 ﹤0.01%
6
4327
$77 ﹤0.01%
33
4328
$77 ﹤0.01%
36
4329
$76 ﹤0.01%
84
-345
4330
$74 ﹤0.01%
19
4331
$73 ﹤0.01%
+2
4332
$72 ﹤0.01%
+2
4333
$70 ﹤0.01%
3
4334
$69 ﹤0.01%
5
-67
4335
$69 ﹤0.01%
3
4336
$69 ﹤0.01%
+2
4337
$69 ﹤0.01%
67
4338
$68 ﹤0.01%
45
-2,922
4339
$68 ﹤0.01%
+3
4340
$67 ﹤0.01%
2
4341
$66 ﹤0.01%
40
4342
$66 ﹤0.01%
17
+13
4343
$66 ﹤0.01%
+10
4344
$65 ﹤0.01%
2
4345
$64 ﹤0.01%
+3
4346
$64 ﹤0.01%
26
-10,737
4347
$64 ﹤0.01%
19
4348
$60 ﹤0.01%
7
-343
4349
$60 ﹤0.01%
5
4350
$58 ﹤0.01%
4
-1
172 173
174
175 176