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
576
$1.02M 0.02%
28,969
+333
577
$1.02M 0.02%
9,436
-936
578
$1.01M 0.02%
1,345
+486
579
$1.01M 0.02%
13,635
-1,504
580
$1.01M 0.02%
3,582
+1,117
581
$1.01M 0.02%
17,339
+957
582
$1.01M 0.02%
21,117
-18,512
583
$1.01M 0.02%
10,228
+9,003
584
$1.01M 0.02%
17,480
-665
585
$1M 0.02%
5,086
+1,594
586
$1M 0.02%
19,973
+1,041
587
$1M 0.02%
10,995
+2,043
588
$998K 0.02%
3,237
-744
589
$992K 0.02%
33,148
+18,057
590
$987K 0.02%
36,451
591
$986K 0.02%
14,227
+2,154
592
$983K 0.02%
3,989
+1,746
593
$982K 0.02%
3,644
+88
594
$979K 0.02%
4,079
+585
595
$976K 0.02%
30,006
+343
596
$969K 0.02%
22,952
-12,499
597
$967K 0.02%
5,585
-426
598
$966K 0.02%
4,429
+1,948
599
$965K 0.02%
27,543
-121
600
$964K 0.02%
39,019
+34,193
22 23
24
25 26