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
476
$370K 0.02%
11,335
-979
477
$370K 0.02%
22,409
+923
478
$367K 0.02%
5,232
+280
479
$366K 0.02%
6,146
+2,309
480
$361K 0.02%
12,076
+1,381
481
$361K 0.02%
4,738
-560
482
$355K 0.02%
14,348
+13,894
483
$354K 0.02%
10,764
-217
484
$352K 0.02%
836
+108
485
$350K 0.02%
98
+2
486
$341K 0.02%
9,634
-9
487
$341K 0.02%
+14,403
488
$340K 0.02%
19,866
+13,197
489
$340K 0.02%
7,043
+4,863
490
$338K 0.02%
3,142
+3,095
491
$338K 0.02%
5,350
-20
492
$338K 0.02%
2,713
+1,199
493
$336K 0.02%
4,930
+33
494
$336K 0.02%
3,750
+402
495
$335K 0.02%
7,916
+189
496
$335K 0.02%
+6,682
497
$335K 0.02%
4,757
-793
498
$335K 0.02%
2,862
-1,160
499
$334K 0.02%
2,046
+168
500
$334K 0.02%
9,096
+960
18 19
20
21 22