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
551
$299K 0.02%
1,848
+92
552
$299K 0.02%
6,698
-171
553
$299K 0.02%
4,079
+2,432
554
$298K 0.02%
5,694
+2,412
555
$297K 0.02%
4,156
-232
556
$297K 0.02%
6,185
+29
557
$296K 0.02%
5,902
-90
558
$296K 0.02%
751
+85
559
$295K 0.02%
5,519
+979
560
$293K 0.02%
367
+17
561
$293K 0.02%
2,017
-198
562
$293K 0.02%
1,574
+53
563
$292K 0.02%
2,237
-62
564
$292K 0.02%
4,585
+4,579
565
$291K 0.02%
5,077
566
$290K 0.02%
5,061
-48
567
$290K 0.02%
7,880
+20
568
$289K 0.02%
7,804
+868
569
$288K 0.02%
1,468
+42
570
$286K 0.02%
1,999
-39
571
$286K 0.02%
15,828
+15,450
572
$284K 0.02%
1,672
+1,642
573
$284K 0.02%
1,013
+352
574
$283K 0.02%
4,251
+1,594
575
$282K 0.02%
4,146
+351
21 22
23
24 25