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
676
$834K 0.02%
9,145
+1,845
677
$833K 0.02%
44,706
+44,539
678
$833K 0.02%
13,567
+6,670
679
$831K 0.02%
4,397
+1,284
680
$825K 0.02%
5,229
-469
681
$824K 0.02%
1,865
+260
682
$823K 0.02%
14,552
+4,459
683
$822K 0.02%
17,491
-3,656
684
$812K 0.02%
+25,412
685
$809K 0.02%
23,502
-176
686
$807K 0.02%
65,958
+13,944
687
$805K 0.02%
9,353
+1,259
688
$805K 0.02%
5,335
-299
689
$801K 0.02%
10,943
+1,279
690
$797K 0.02%
26,242
691
$797K 0.02%
31,404
-2,940
692
$796K 0.02%
6,008
+1,737
693
$796K 0.02%
6,272
+1,246
694
$786K 0.02%
8,944
+7,318
695
$785K 0.02%
8,349
-2,903
696
$785K 0.02%
4,588
+586
697
$781K 0.02%
18,996
+11,646
698
$781K 0.02%
2,351
+60
699
$780K 0.02%
+56,239
700
$777K 0.02%
+34,100
26 27
28
29 30