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
701
$775K 0.02%
7,185
+4,683
702
$775K 0.02%
17,122
-405
703
$769K 0.02%
15,637
+1,246
704
$769K 0.02%
23,376
-8,196
705
$767K 0.02%
+22,543
706
$766K 0.02%
22,425
-88,858
707
$765K 0.02%
2,183
+793
708
$765K 0.02%
8,932
+1,709
709
$764K 0.02%
17,946
+13,020
710
$761K 0.02%
+27,793
711
$759K 0.02%
15,206
+266
712
$758K 0.02%
36,196
+16,164
713
$757K 0.02%
5,973
-2,668
714
$756K 0.02%
11,562
-707
715
$751K 0.02%
11,998
-17,472
716
$750K 0.02%
9,984
-299
717
$749K 0.02%
15,083
+1,054
718
$748K 0.02%
10,867
+400
719
$748K 0.02%
9,977
-3,450
720
$746K 0.01%
15,159
-1,350
721
$742K 0.01%
3,012
+2,142
722
$742K 0.01%
+378,696
723
$739K 0.01%
12,377
-5,531
724
$739K 0.01%
5,755
-132
725
$734K 0.01%
15,719
+6,635
27 28
29
30 31