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
826
$594K 0.01%
6,054
+3,131
827
$594K 0.01%
3,680
+347
828
$593K 0.01%
5,358
829
$591K 0.01%
4,443
-88
830
$590K 0.01%
+19,965
831
$590K 0.01%
13,278
+3,368
832
$587K 0.01%
7,082
+6,032
833
$587K 0.01%
35,082
+17,995
834
$586K 0.01%
22,135
-1,412
835
$585K 0.01%
14,246
-164
836
$584K 0.01%
49,961
+49,628
837
$581K 0.01%
+16,921
838
$580K 0.01%
2,262
+1,817
839
$578K 0.01%
2,081
-288
840
$578K 0.01%
9,134
-822
841
$578K 0.01%
187,567
+48,539
842
$576K 0.01%
7,602
+2,100
843
$575K 0.01%
51,736
+7,519
844
$575K 0.01%
+24,900
845
$572K 0.01%
18,922
-927
846
$571K 0.01%
14,148
+606
847
$570K 0.01%
1,815
+530
848
$568K 0.01%
3,532
+207
849
$568K 0.01%
21,986
-125
850
$565K 0.01%
4,270
+522
32 33
34
35 36