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
451
$408K 0.02%
13,562
+5,676
452
$408K 0.02%
2,539
+847
453
$401K 0.02%
5,033
+4,211
454
$400K 0.02%
3,737
+2,606
455
$399K 0.02%
9,530
+9,128
456
$398K 0.02%
1,405
-56
457
$397K 0.02%
4,330
+301
458
$395K 0.02%
1,483
+160
459
$394K 0.02%
6,820
+3,478
460
$392K 0.02%
1,607
+81
461
$392K 0.02%
288,069
+113,069
462
$391K 0.02%
762
+612
463
$389K 0.02%
+14,929
464
$389K 0.02%
674
+109
465
$388K 0.02%
12,026
+685
466
$386K 0.02%
1,532
+101
467
$385K 0.02%
16,857
-1,695
468
$384K 0.02%
6,700
+900
469
$384K 0.02%
37,804
+61
470
$384K 0.02%
3,491
-10
471
$382K 0.02%
9,150
+1,113
472
$379K 0.02%
6,758
+4,438
473
$378K 0.02%
7,952
+3,590
474
$378K 0.02%
14,907
-13,390
475
$372K 0.02%
1,859
+159
17 18
19
20 21