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
651
$871K 0.02%
35,264
+23,405
652
$871K 0.02%
32,653
-3,288
653
$869K 0.02%
5,838
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6,617
-3,733
656
$861K 0.02%
39,070
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657
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35,031
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$859K 0.02%
7,592
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17,271
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660
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10,954
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661
$857K 0.02%
4,416
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662
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23,931
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663
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34,803
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664
$853K 0.02%
24,853
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25,948
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669
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20,308
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670
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468
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$838K 0.02%
28,617
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$837K 0.02%
4,964
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674
$835K 0.02%
5,079
-972
675
$835K 0.02%
20,806
-2,408
25 26
27
28 29