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
451
$1.51M 0.03%
9,109
+301
452
$1.51M 0.03%
13,927
-1,222
453
$1.5M 0.03%
23,922
+3,634
454
$1.5M 0.03%
27,568
+4,220
455
$1.48M 0.03%
12,726
+86
456
$1.48M 0.03%
1,421
+26
457
$1.47M 0.03%
7,608
+4,621
458
$1.46M 0.03%
21,737
+39
459
$1.46M 0.03%
56,756
-914
460
$1.46M 0.03%
4,664
+1,068
461
$1.45M 0.03%
48,478
-301
462
$1.45M 0.03%
14,338
+1,811
463
$1.44M 0.03%
13,196
+2,350
464
$1.44M 0.03%
37,267
-3,696
465
$1.44M 0.03%
8,691
+3,993
466
$1.44M 0.03%
33,960
-1,382
467
$1.43M 0.03%
5,578
-431
468
$1.43M 0.03%
29,088
+22,574
469
$1.42M 0.03%
16,702
-1,671
470
$1.41M 0.03%
34,586
+14,304
471
$1.41M 0.03%
31,572
+3,830
472
$1.41M 0.03%
25,920
+3,034
473
$1.4M 0.03%
13,079
+1,017
474
$1.4M 0.03%
6,339
+3,106
475
$1.39M 0.03%
76,601
+31,094
17 18
19
20 21