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
751
$167K 0.01%
923
+340
752
$166K 0.01%
1,155
+144
753
$166K 0.01%
780
+216
754
$165K 0.01%
4,308
755
$165K 0.01%
9,312
-4,792
756
$165K 0.01%
1,627
+1,325
757
$163K 0.01%
12,000
+2,000
758
$162K 0.01%
961
+28
759
$162K 0.01%
+2,599
760
$161K 0.01%
4,432
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761
$160K 0.01%
855
-99
762
$160K 0.01%
2,746
-56
763
$160K 0.01%
686
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764
$160K 0.01%
1,242
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765
$159K 0.01%
7,925
766
$159K 0.01%
2,704
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767
$159K 0.01%
497
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768
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796
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769
$159K 0.01%
1,805
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770
$159K 0.01%
2,742
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771
$158K 0.01%
3,119
-221
772
$158K 0.01%
3,864
+2,390
773
$158K 0.01%
865
-10
774
$158K 0.01%
8,498
+90
775
$157K 0.01%
583
+251
29 30
31
32 33