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
626
$913K 0.02%
17,319
+17,258
627
$911K 0.02%
776
+504
628
$902K 0.02%
243
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629
$899K 0.02%
38,687
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630
$899K 0.02%
12,784
-2,133
631
$895K 0.02%
31,756
632
$894K 0.02%
16,288
-255
633
$893K 0.02%
8,896
+110
634
$893K 0.02%
3,224
-655
635
$892K 0.02%
33,369
-4,869
636
$892K 0.02%
2,867
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637
$889K 0.02%
21,347
-1,061
638
$887K 0.02%
4,836
-388
639
$887K 0.02%
1,815
-17
640
$886K 0.02%
8,908
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641
$886K 0.02%
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642
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643
$881K 0.02%
10,480
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644
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645
$881K 0.02%
3,058
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646
$878K 0.02%
17,370
+10,368
647
$878K 0.02%
10,108
-5,753
648
$878K 0.02%
1,750
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649
$877K 0.02%
1,642
+240
650
$873K 0.02%
26,745
+12,591
24 25
26
27 28