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
726
$177K 0.01%
56
727
$177K 0.01%
5,440
-60
728
$177K 0.01%
2,594
+502
729
$177K 0.01%
1,447
+1,162
730
$176K 0.01%
2,638
-99
731
$175K 0.01%
4,393
+1,197
732
$175K 0.01%
4,703
+291
733
$175K 0.01%
1,865
+28
734
$174K 0.01%
1,356
+236
735
$174K 0.01%
672
+33
736
$174K 0.01%
13,150
-600
737
$173K 0.01%
2,150
+1,045
738
$172K 0.01%
2,393
-134
739
$171K 0.01%
3,000
740
$170K 0.01%
2,109
+1,029
741
$169K 0.01%
3,927
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742
$169K 0.01%
3,991
743
$169K 0.01%
3,575
-71
744
$169K 0.01%
3,976
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745
$168K 0.01%
772
-24
746
$168K 0.01%
3,582
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747
$168K 0.01%
882
748
$167K 0.01%
12,761
+12,387
749
$167K 0.01%
5,925
+5,457
750
$167K 0.01%
882
+148
28 29
30
31 32