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
876
$122K 0.01%
7,514
+259
877
$120K 0.01%
363
+22
878
$120K 0.01%
3,834
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879
$120K 0.01%
2,696
-2,058
880
$119K 0.01%
415
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881
$119K 0.01%
755
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882
$118K 0.01%
3,036
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883
$118K 0.01%
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884
$118K 0.01%
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885
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4,108
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886
$117K 0.01%
676
887
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2,810
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888
$117K 0.01%
1,001
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$117K 0.01%
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6,055
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895
$115K 0.01%
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$115K 0.01%
2,186
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$114K 0.01%
7,511
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898
$114K 0.01%
11,437
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899
$114K 0.01%
+4,170
900
$114K 0.01%
1,523
+1
34 35
36
37 38