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
801
$149K 0.01%
2,912
-404
802
$148K 0.01%
3,858
+338
803
$147K 0.01%
553
+63
804
$147K 0.01%
2,717
-39
805
$147K 0.01%
2,274
-745
806
$146K 0.01%
5,355
+54
807
$146K 0.01%
5,385
-5,404
808
$146K 0.01%
2,799
+2,581
809
$145K 0.01%
96
+14
810
$145K 0.01%
2,764
-63
811
$144K 0.01%
1,456
+1,182
812
$143K 0.01%
3,003
+17
813
$143K 0.01%
1,641
+58
814
$143K 0.01%
4,000
815
$143K 0.01%
4,047
-120
816
$143K 0.01%
7,606
+20
817
$143K 0.01%
3,107
818
$143K 0.01%
4,214
+3,541
819
$142K 0.01%
2,677
+2,275
820
$142K 0.01%
1,354
-143
821
$142K 0.01%
1,386
+39
822
$141K 0.01%
+6,353
823
$141K 0.01%
6,001
824
$141K 0.01%
650
-69
825
$140K 0.01%
1,994
+586
31 32
33
34 35