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
576
$280K 0.02%
3,830
+3,497
577
$277K 0.02%
6,137
+122
578
$277K 0.02%
6,267
+1,313
579
$276K 0.02%
6,989
+1,242
580
$276K 0.02%
1,411
+594
581
$275K 0.02%
28,045
+24,891
582
$274K 0.02%
2,034
+1,475
583
$273K 0.02%
10,858
-256
584
$270K 0.02%
13,896
+12,180
585
$270K 0.02%
2,956
+4
586
$269K 0.02%
+3,678
587
$268K 0.02%
2,069
+141
588
$268K 0.02%
1,359
+1,348
589
$266K 0.02%
9,391
+2,783
590
$266K 0.02%
5,390
-723
591
$265K 0.02%
4,361
+1,236
592
$265K 0.02%
11,024
-14,396
593
$263K 0.02%
2,852
+1,246
594
$263K 0.02%
3,504
+8
595
$262K 0.02%
7,316
-176
596
$262K 0.02%
736
+7
597
$260K 0.02%
3,868
-73
598
$258K 0.02%
2,681
+2,544
599
$258K 0.02%
12,104
-427
600
$258K 0.02%
1,770
+567
22 23
24
25 26