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
526
$1.18M 0.02%
7,535
+20
527
$1.18M 0.02%
5,872
+257
528
$1.18M 0.02%
8,745
+1,308
529
$1.17M 0.02%
14,665
+2,313
530
$1.17M 0.02%
4,037
-2,107
531
$1.17M 0.02%
9,215
+2,337
532
$1.17M 0.02%
89,792
-3,861
533
$1.17M 0.02%
16,570
+6,851
534
$1.17M 0.02%
72,675
-4,897
535
$1.16M 0.02%
27,212
-1,254
536
$1.16M 0.02%
56,664
+25,844
537
$1.16M 0.02%
60,409
-5,856
538
$1.15M 0.02%
29,426
-3,459
539
$1.15M 0.02%
13,274
+9,274
540
$1.15M 0.02%
36,255
+3,255
541
$1.14M 0.02%
10,977
+758
542
$1.13M 0.02%
35,450
+31,624
543
$1.13M 0.02%
41,462
+17,233
544
$1.13M 0.02%
19,116
+9,056
545
$1.12M 0.02%
3,435
+682
546
$1.12M 0.02%
23,593
+1,607
547
$1.12M 0.02%
41,427
+1,177
548
$1.12M 0.02%
22,098
+19,654
549
$1.11M 0.02%
1,595
+32
550
$1.11M 0.02%
4,945
+388
20 21
22
23 24