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
826
$140K 0.01%
6,131
+1,107
827
$140K 0.01%
689
+626
828
$139K 0.01%
1,384
-88
829
$139K 0.01%
10,089
+9,124
830
$138K 0.01%
571
+558
831
$138K 0.01%
482
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832
$138K 0.01%
1,950
-516
833
$137K 0.01%
8,980
-255
834
$137K 0.01%
3,576
+173
835
$137K 0.01%
2,006
+480
836
$137K 0.01%
1,770
+31
837
$137K 0.01%
2,269
+213
838
$136K 0.01%
2,250
+1,550
839
$136K 0.01%
5,000
840
$136K 0.01%
967
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841
$135K 0.01%
1,436
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842
$135K 0.01%
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$135K 0.01%
1,564
-98
844
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872
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845
$135K 0.01%
1,420
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846
$135K 0.01%
11,269
-130
847
$134K 0.01%
1,016
+966
848
$134K 0.01%
942
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849
$133K 0.01%
1,707
+12
850
$132K 0.01%
2,648
+19
32 33
34
35 36