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
651
$225K 0.01%
4,040
-366
652
$224K 0.01%
9,398
+5,926
653
$224K 0.01%
403
+86
654
$223K 0.01%
6,508
655
$223K 0.01%
6,193
+3,855
656
$221K 0.01%
4,489
+365
657
$220K 0.01%
6,415
+260
658
$220K 0.01%
832
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659
$220K 0.01%
1,952
-93
660
$217K 0.01%
3,196
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661
$217K 0.01%
4,769
+1,155
662
$215K 0.01%
703
-134
663
$215K 0.01%
2,777
+2,597
664
$213K 0.01%
933
+149
665
$213K 0.01%
15,252
+6,861
666
$211K 0.01%
1,220
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667
$210K 0.01%
395
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668
$210K 0.01%
11,118
+10,611
669
$210K 0.01%
1,289
+34
670
$209K 0.01%
72,220
+72,023
671
$209K 0.01%
7,319
+1,192
672
$209K 0.01%
6,341
673
$207K 0.01%
+3,958
674
$206K 0.01%
23,578
+10,638
675
$206K 0.01%
1,288
+1,239
25 26
27
28 29