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
851
$564K 0.01%
12,999
-973
852
$564K 0.01%
2,866
+1,007
853
$563K 0.01%
6,771
+1,300
854
$562K 0.01%
8,286
+2,542
855
$562K 0.01%
63,168
856
$558K 0.01%
5,360
-81
857
$557K 0.01%
14,065
-564
858
$556K 0.01%
3,524
+330
859
$555K 0.01%
12,851
+8,671
860
$554K 0.01%
10,503
+940
861
$554K 0.01%
1,229
+55
862
$554K 0.01%
3,171
-3,513
863
$552K 0.01%
5,382
+609
864
$550K 0.01%
12,600
+12,426
865
$550K 0.01%
19,163
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866
$549K 0.01%
8,557
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$547K 0.01%
6,162
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868
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9,932
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869
$543K 0.01%
16,551
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870
$538K 0.01%
1,864
+847
871
$537K 0.01%
2,866
-103
872
$537K 0.01%
7,586
+400
873
$536K 0.01%
1,399
+258
874
$534K 0.01%
13,602
+248
875
$534K 0.01%
7,419
-1
33 34
35
36 37