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
426
$449K 0.03%
1,501
427
$449K 0.03%
814
+103
428
$444K 0.03%
7,640
+325
429
$440K 0.03%
3,655
+2,401
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12,702
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431
$438K 0.03%
5,372
+3,211
432
$436K 0.03%
17,633
-9
433
$434K 0.03%
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-2,040
434
$432K 0.03%
2,887
+2,261
435
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7,337
-467
436
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3,151
+3,083
437
$424K 0.03%
4,154
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438
$424K 0.03%
29,013
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439
$422K 0.03%
7,070
-494
440
$420K 0.03%
1,152
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441
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110,884
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442
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443
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1,419
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444
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33,620
-58
445
$415K 0.03%
5,277
+583
446
$414K 0.03%
2,284
+1,930
447
$410K 0.03%
15,858
-3,874
448
$410K 0.03%
14,432
+979
449
$410K 0.02%
+8,187
450
$409K 0.02%
3,467
+2,619
16 17
18
19 20