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
26
$10.2M 0.62%
216,720
-41,404
27
$10.2M 0.62%
75,235
+17,151
28
$10.1M 0.62%
110,700
+22,884
29
$9.88M 0.6%
460,775
-216
30
$9.63M 0.59%
51,875
+27,947
31
$9.56M 0.58%
184,982
-53,263
32
$9.56M 0.58%
21,489
+5,576
33
$9.02M 0.55%
106,676
+57,429
34
$8.94M 0.54%
56,193
-1,873
35
$8.46M 0.51%
+190,492
36
$8.12M 0.49%
95,489
+18,217
37
$8.1M 0.49%
359,665
+37,115
38
$7.65M 0.47%
78,886
-933
39
$7.56M 0.46%
14,484
+11,069
40
$7.06M 0.43%
167,416
-19,755
41
$7.05M 0.43%
61,406
-20,227
42
$6.95M 0.42%
37,227
-3,278
43
$6.91M 0.42%
44,145
+4,246
44
$6.84M 0.42%
35,954
-5,929
45
$6.8M 0.41%
166,759
-2,463
46
$6.53M 0.4%
108,121
-819
47
$6.52M 0.4%
70,410
+14,958
48
$6.49M 0.39%
17,624
+414
49
$6.44M 0.39%
23,143
+1,550
50
$6.31M 0.38%
8,296
+652
1
2
3 4 5