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
876
$531K 0.01%
25,958
-5,479
877
$530K 0.01%
6,169
-1,829
878
$529K 0.01%
9,076
+554
879
$528K 0.01%
11,944
-537
880
$528K 0.01%
5,946
+1,195
881
$528K 0.01%
9,682
+5,093
882
$525K 0.01%
13,405
-1,622
883
$525K 0.01%
2,250
+435
884
$521K 0.01%
11,065
885
$520K 0.01%
4,622
-1,846
886
$520K 0.01%
10,421
-3,060
887
$519K 0.01%
+21,093
888
$518K 0.01%
18,866
+17,056
889
$516K 0.01%
10,558
-12,440
890
$515K 0.01%
7,528
+670
891
$514K 0.01%
2,163
+762
892
$514K 0.01%
2,047
+375
893
$513K 0.01%
5,483
-1,407
894
$512K 0.01%
17,078
+16,503
895
$510K 0.01%
7,303
+1,220
896
$510K 0.01%
+19,365
897
$509K 0.01%
10,868
-695
898
$508K 0.01%
48,144
+1,359
899
$508K 0.01%
1,065
-66
900
$507K 0.01%
10,935
-2,334
34 35
36
37 38