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
551
$1.11M 0.02%
1,238
+93
552
$1.1M 0.02%
10,460
+2,514
553
$1.1M 0.02%
22,409
-7,789
554
$1.1M 0.02%
50,054
-9,644
555
$1.1M 0.02%
26,876
556
$1.1M 0.02%
7,137
+1,928
557
$1.1M 0.02%
24,519
-1,197
558
$1.1M 0.02%
12,715
-248
559
$1.09M 0.02%
22,923
+10,697
560
$1.09M 0.02%
17,495
+8,746
561
$1.08M 0.02%
23,890
+3,535
562
$1.07M 0.02%
4,903
+1,493
563
$1.07M 0.02%
27,159
+875
564
$1.07M 0.02%
11,994
-250
565
$1.07M 0.02%
38,556
+37,491
566
$1.06M 0.02%
15,372
-906
567
$1.06M 0.02%
21,182
-50
568
$1.06M 0.02%
10,086
+744
569
$1.05M 0.02%
20,739
+4,471
570
$1.05M 0.02%
20,274
+3,771
571
$1.04M 0.02%
9,119
+5,827
572
$1.04M 0.02%
2,676
-134
573
$1.03M 0.02%
26,251
-423
574
$1.03M 0.02%
42,060
+12,156
575
$1.02M 0.02%
+17,005
21 22
23
24 25