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
776
$157K 0.01%
+585
777
$157K 0.01%
396
+90
778
$157K 0.01%
5,603
-150
779
$156K 0.01%
3,100
780
$156K 0.01%
449
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781
$155K 0.01%
360
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782
$155K 0.01%
7,300
+509
783
$154K 0.01%
627
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784
$154K 0.01%
4,726
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785
$153K 0.01%
2,023
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786
$153K 0.01%
6,481
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787
$153K 0.01%
1,052
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788
$152K 0.01%
+3,263
789
$152K 0.01%
3,833
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$152K 0.01%
6,076
-794
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$151K 0.01%
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$151K 0.01%
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$151K 0.01%
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237
795
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5,450
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796
$150K 0.01%
1,353
-7
797
$149K 0.01%
247
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798
$149K 0.01%
621
-29
799
$149K 0.01%
1,152
+38
800
$149K 0.01%
+2,544
30 31
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