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
601
$257K 0.02%
1,928
+247
602
$255K 0.02%
1,664
+149
603
$255K 0.02%
1,328
+1,146
604
$254K 0.02%
3,621
+2,201
605
$254K 0.02%
4,065
-524
606
$253K 0.02%
1,109
+102
607
$252K 0.02%
3,679
-488
608
$251K 0.02%
354
+25
609
$250K 0.02%
3,048
-253
610
$250K 0.02%
1,448
+296
611
$249K 0.02%
163
+22
612
$248K 0.02%
3,367
+1,099
613
$248K 0.02%
7,218
+1,665
614
$248K 0.02%
6,430
+382
615
$248K 0.02%
140
+3
616
$247K 0.02%
8,954
+317
617
$247K 0.02%
15,604
+9,209
618
$246K 0.02%
22,221
+21,426
619
$246K 0.02%
1,515
+217
620
$244K 0.01%
26,458
621
$244K 0.01%
3,833
+3,313
622
$243K 0.01%
2,100
+2,061
623
$243K 0.01%
5,263
-1,062
624
$242K 0.01%
6,087
+35
625
$242K 0.01%
4,242
+2,594
23 24
25
26 27