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
626
$242K 0.01%
685
+108
627
$241K 0.01%
954
+226
628
$239K 0.01%
9,657
+2,990
629
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1,504
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631
$236K 0.01%
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632
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633
$235K 0.01%
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634
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635
$234K 0.01%
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636
$234K 0.01%
3,013
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637
$234K 0.01%
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638
$233K 0.01%
3,583
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639
$233K 0.01%
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640
$232K 0.01%
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641
$232K 0.01%
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$228K 0.01%
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$227K 0.01%
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647
$226K 0.01%
1,594
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648
$225K 0.01%
2,360
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649
$225K 0.01%
683
+321
650
$225K 0.01%
3,508
-3,603
24 25
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