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
926
$107K 0.01%
4,828
+2,304
927
$106K 0.01%
2,438
+95
928
$106K 0.01%
4,817
+2
929
$104K 0.01%
4,981
-10
930
$104K 0.01%
707
+5
931
$104K 0.01%
2,530
932
$103K 0.01%
10,045
+1
933
$103K 0.01%
6,759
-660
934
$102K 0.01%
6,000
935
$102K 0.01%
3,825
-342
936
$101K 0.01%
5,078
-12,537
937
$101K 0.01%
4,203
+663
938
$101K 0.01%
7,294
939
$101K 0.01%
654
-161
940
$101K 0.01%
2,215
+2,200
941
$101K 0.01%
2,090
+366
942
$101K 0.01%
788
+5
943
$100K 0.01%
+1,646
944
$100K 0.01%
4,640
+4,523
945
$99.7K 0.01%
1,985
+57
946
$99.6K 0.01%
3,365
-110
947
$99.3K 0.01%
6,345
-412
948
$99.1K 0.01%
1,615
+16
949
$98.4K 0.01%
3,667
+3,613
950
$98.2K 0.01%
559
-2
36 37
38
39 40