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
676
$205K 0.01%
8,444
-1,612
677
$204K 0.01%
618
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678
$203K 0.01%
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$202K 0.01%
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680
$201K 0.01%
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681
$201K 0.01%
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682
$200K 0.01%
990
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683
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684
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685
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687
$198K 0.01%
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$197K 0.01%
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689
$197K 0.01%
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690
$197K 0.01%
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$197K 0.01%
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$195K 0.01%
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$195K 0.01%
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696
$194K 0.01%
4,017
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697
$194K 0.01%
2,070
+633
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$193K 0.01%
1,243
+503
699
$191K 0.01%
2,626
+1,072
700
$191K 0.01%
2,398
-122
26 27
28
29 30