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
51
$6.21M 0.38%
39,329
+4,562
52
$6.16M 0.38%
30,983
+3,884
53
$6.15M 0.37%
102,504
-1,491
54
$5.93M 0.36%
74,383
-5,466
55
$5.78M 0.35%
24,142
-56
56
$5.73M 0.35%
16,889
-2,862
57
$5.59M 0.34%
11,373
+911
58
$5.55M 0.34%
47,470
+4,508
59
$5.53M 0.34%
95,628
+12,980
60
$5.41M 0.33%
60,561
+1,032
61
$5.15M 0.31%
51,169
-7,668
62
$5.15M 0.31%
32,071
+2,436
63
$5.04M 0.31%
93,707
-35,794
64
$5.01M 0.3%
119,521
+6,464
65
$4.99M 0.3%
68,046
+703
66
$4.92M 0.3%
97,508
-30,008
67
$4.87M 0.3%
84,830
+50,739
68
$4.67M 0.28%
75,715
+691
69
$4.65M 0.28%
80,100
+78,622
70
$4.58M 0.28%
13,610
+3,893
71
$4.52M 0.27%
139,279
+46,846
72
$4.51M 0.27%
47,891
-38,082
73
$4.44M 0.27%
191,276
+47,540
74
$4.44M 0.27%
57,743
-5,894
75
$4.44M 0.27%
9,271
-748
1 2
3
4 5