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
501
$1.27M 0.03%
16,457
-1,294
502
$1.27M 0.03%
25,339
+3,020
503
$1.27M 0.03%
9,644
+688
504
$1.26M 0.03%
66,517
+58,446
505
$1.25M 0.03%
23,171
-834
506
$1.25M 0.03%
10,270
+5,988
507
$1.24M 0.02%
+45,655
508
$1.24M 0.02%
36,455
-2,833
509
$1.23M 0.02%
4,424
+2,635
510
$1.23M 0.02%
44,058
+21,593
511
$1.23M 0.02%
4,050
+1,141
512
$1.23M 0.02%
13,482
+1,524
513
$1.22M 0.02%
11,653
+8,408
514
$1.21M 0.02%
2,137
+360
515
$1.21M 0.02%
40,754
+5,417
516
$1.21M 0.02%
22,924
+288
517
$1.2M 0.02%
8,160
-222
518
$1.2M 0.02%
35,159
-5,295
519
$1.2M 0.02%
30,436
+21,212
520
$1.2M 0.02%
28,880
-4,835
521
$1.2M 0.02%
13,195
-264
522
$1.19M 0.02%
77,735
+5,462
523
$1.19M 0.02%
19,072
+4,002
524
$1.19M 0.02%
33,255
+23,851
525
$1.19M 0.02%
20,254
-93,904
19 20
21
22 23