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
901
$504K 0.01%
9,935
+3,869
902
$504K 0.01%
5,244
-353
903
$503K 0.01%
3,928
+3,862
904
$500K 0.01%
9,081
+515
905
$499K 0.01%
4,843
-703
906
$497K 0.01%
+5,909
907
$495K 0.01%
4,077
+1,631
908
$493K 0.01%
13,076
+2,181
909
$492K 0.01%
1,380
+115
910
$492K 0.01%
1,731
-162
911
$492K 0.01%
35,805
+19,835
912
$492K 0.01%
4,111
-38
913
$491K 0.01%
8,461
-268
914
$487K 0.01%
29,032
+731
915
$486K 0.01%
23,520
+14,225
916
$484K 0.01%
4,712
+826
917
$484K 0.01%
5,746
-232
918
$483K 0.01%
2,124
-99
919
$482K 0.01%
2,798
-79
920
$478K 0.01%
3,226
+211
921
$477K 0.01%
2,656
-282
922
$476K 0.01%
7,394
-247
923
$473K 0.01%
2,719
+492
924
$473K 0.01%
10,542
-299
925
$472K 0.01%
3,393
+1,067
35 36
37
38 39