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
751
$689K 0.01%
4,000
+1,987
752
$688K 0.01%
40,180
+16,250
753
$686K 0.01%
5,757
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$684K 0.01%
2,332
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755
$683K 0.01%
9,171
-183
756
$682K 0.01%
16,223
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757
$678K 0.01%
8,496
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758
$678K 0.01%
32,414
-3,650
759
$678K 0.01%
17,626
+2,307
760
$677K 0.01%
14,685
+6,166
761
$674K 0.01%
4,849
+3,690
762
$671K 0.01%
5,305
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763
$670K 0.01%
192,021
-10,714
764
$670K 0.01%
3,437
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765
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$667K 0.01%
341
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9,817
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768
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7,170
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769
$665K 0.01%
6,303
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770
$662K 0.01%
25,950
-30,316
771
$660K 0.01%
5,550
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772
$660K 0.01%
4,994
-1,165
773
$660K 0.01%
7,731
-40,469
774
$658K 0.01%
22,024
-3,696
775
$657K 0.01%
12,243
-50
29 30
31
32 33