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
4426
$17 ﹤0.01%
1
4427
$15 ﹤0.01%
6
+5
4428
$15 ﹤0.01%
3
-5
4429
$15 ﹤0.01%
4
4430
$15 ﹤0.01%
1
4431
$15 ﹤0.01%
1
-158
4432
$15 ﹤0.01%
4
4433
– –
0
4434
$14 ﹤0.01%
1
4435
$14 ﹤0.01%
1
4436
$13 ﹤0.01%
3
-4
4437
$13 ﹤0.01%
+1
4438
– –
-3
4439
$12 ﹤0.01%
2
4440
$12 ﹤0.01%
1
4441
$12 ﹤0.01%
2
-181
4442
$12 ﹤0.01%
+2
4443
$12 ﹤0.01%
2
4444
$11 ﹤0.01%
3
4445
$11 ﹤0.01%
1
-150
4446
$11 ﹤0.01%
2
-380
4447
$10 ﹤0.01%
7
4448
$9 ﹤0.01%
1
-1
4449
$9 ﹤0.01%
2
-315
4450
$9 ﹤0.01%
1
-23
176 177
178
179 180