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
4351
$56 ﹤0.01%
1
4352
$55 ﹤0.01%
2
4353
$54 ﹤0.01%
2
4354
$54 ﹤0.01%
5
4355
$54 ﹤0.01%
89
4356
$53 ﹤0.01%
5
4357
$53 ﹤0.01%
3
-258
4358
$53 ﹤0.01%
5
-255
4359
$52 ﹤0.01%
3
4360
$51 ﹤0.01%
14
-109
4361
$51 ﹤0.01%
25
4362
$50 ﹤0.01%
+4
4363
$50 ﹤0.01%
4
4364
$50 ﹤0.01%
1
4365
$49 ﹤0.01%
+2
4366
$48 ﹤0.01%
+21
4367
$48 ﹤0.01%
2
4368
$47 ﹤0.01%
+4
4369
$47 ﹤0.01%
54
4370
$45 ﹤0.01%
1
4371
$45 ﹤0.01%
1
-9
4372
$44 ﹤0.01%
+50
4373
$44 ﹤0.01%
+4
4374
$40 ﹤0.01%
+2
4375
$40 ﹤0.01%
4
173 174
175
176 177