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
601
$964K 0.02%
1,879
-20
602
$963K 0.02%
19,708
-124
603
$961K 0.02%
5,956
+48
604
$958K 0.02%
50,923
+9,751
605
$958K 0.02%
2,645
+145
606
$954K 0.02%
16,818
+641
607
$954K 0.02%
+32,623
608
$954K 0.02%
19,451
-847
609
$951K 0.02%
21,763
+12,524
610
$951K 0.02%
24,453
+825
611
$950K 0.02%
87,551
+19,676
612
$950K 0.02%
18,287
+134
613
$947K 0.02%
16,932
+1,383
614
$940K 0.02%
4,299
+385
615
$939K 0.02%
+15,585
616
$938K 0.02%
6,498
+707
617
$933K 0.02%
9,820
+386
618
$933K 0.02%
3,486
-167
619
$933K 0.02%
+12,348
620
$929K 0.02%
10,313
-536
621
$923K 0.02%
21,474
+1,010
622
$923K 0.02%
45,989
+9,098
623
$918K 0.02%
11,556
+783
624
$916K 0.02%
25,962
-520
625
$915K 0.02%
11,803
+6,034
23 24
25
26 27