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
851
$131K 0.01%
3,750
852
$131K 0.01%
1,540
+275
853
$131K 0.01%
2,426
+2,275
854
$131K 0.01%
1,550
+171
855
$130K 0.01%
2,814
856
$130K 0.01%
1,760
+250
857
$130K 0.01%
9,330
-52
858
$129K 0.01%
838
+34
859
$129K 0.01%
2,155
+9
860
$129K 0.01%
2,430
+268
861
$128K 0.01%
1,555
-3,979
862
$127K 0.01%
1,260
+452
863
$126K 0.01%
4,494
-654
864
$126K 0.01%
896
+37
865
$126K 0.01%
1,049
866
$125K 0.01%
3,393
+345
867
$125K 0.01%
3,556
+3,533
868
$125K 0.01%
25,782
869
$125K 0.01%
686
+171
870
$125K 0.01%
726
+129
871
$124K 0.01%
6,938
+25
872
$124K 0.01%
700
+677
873
$124K 0.01%
725
+13
874
$123K 0.01%
3,142
+3,106
875
$122K 0.01%
4,811
33 34
35
36 37