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
701
$191K 0.01%
604
+523
702
$190K 0.01%
7,933
+893
703
$189K 0.01%
3,324
+49
704
$189K 0.01%
1,370
+28
705
$189K 0.01%
3,273
-2,219
706
$188K 0.01%
1,591
-95
707
$188K 0.01%
3,355
-9,595
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$188K 0.01%
3,523
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$188K 0.01%
1,504
-56
710
$187K 0.01%
2,038
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711
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2,081
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712
$186K 0.01%
4,440
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713
$186K 0.01%
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714
$185K 0.01%
3,183
-38
715
$184K 0.01%
2,906
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$184K 0.01%
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$183K 0.01%
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718
$182K 0.01%
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719
$182K 0.01%
22,949
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720
$181K 0.01%
7,937
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721
$180K 0.01%
9,071
-12,372
722
$180K 0.01%
1,205
+20
723
$180K 0.01%
1,356
+1,067
724
$179K 0.01%
4,880
+1,073
725
$178K 0.01%
4,689
+182
27 28
29
30 31