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
801
$627K 0.01%
343
-11
802
$627K 0.01%
18,961
+10,190
803
$626K 0.01%
16,688
-639
804
$625K 0.01%
3,863
+2,247
805
$625K 0.01%
4,751
+510
806
$623K 0.01%
34,188
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807
$622K 0.01%
3,889
+2,634
808
$619K 0.01%
2,357
+508
809
$617K 0.01%
16,222
+265
810
$616K 0.01%
9,045
-2,095
811
$616K 0.01%
10,250
-214
812
$615K 0.01%
5,405
-121
813
$614K 0.01%
772
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814
$614K 0.01%
220,025
+57,979
815
$611K 0.01%
5,604
+5,555
816
$608K 0.01%
16,542
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817
$607K 0.01%
7,120
-181
818
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23,536
+23,050
819
$604K 0.01%
14,171
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820
$601K 0.01%
5,234
+5,187
821
$601K 0.01%
6,258
+1,329
822
$600K 0.01%
43,064
+317
823
$598K 0.01%
30,037
-19
824
$597K 0.01%
9,027
-145
825
$596K 0.01%
4,960
-912
31 32
33
34 35