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
501
$333K 0.02%
5,307
+113
502
$333K 0.02%
2,662
+238
503
$332K 0.02%
22,337
-501
504
$332K 0.02%
1,947
-4,932
505
$331K 0.02%
1,362
-15
506
$331K 0.02%
10,236
-4,602
507
$329K 0.02%
6,891
+1,576
508
$329K 0.02%
2,075
+836
509
$329K 0.02%
4,365
+930
510
$327K 0.02%
2,136
+57
511
$325K 0.02%
3,113
+607
512
$324K 0.02%
13,972
-8,380
513
$323K 0.02%
12,143
+6,836
514
$322K 0.02%
453
+31
515
$322K 0.02%
7,442
+3,934
516
$321K 0.02%
9,167
+9,129
517
$321K 0.02%
7,612
+1,468
518
$321K 0.02%
+3,402
519
$321K 0.02%
13,227
520
$321K 0.02%
1,406
+686
521
$320K 0.02%
3,068
+2,248
522
$320K 0.02%
1,214
+710
523
$320K 0.02%
5,526
+141
524
$319K 0.02%
18,530
+1,495
525
$319K 0.02%
2,942
+2,814
19 20
21
22 23