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
926
$471K 0.01%
20,006
+8,901
927
$470K 0.01%
11,512
+4,599
928
$468K 0.01%
3,389
+18
929
$468K 0.01%
17,001
+1,014
930
$468K 0.01%
2,142
-11
931
$467K 0.01%
964
-39
932
$466K 0.01%
+6,525
933
$464K 0.01%
13,722
+11,069
934
$463K 0.01%
10,639
-1,331
935
$462K 0.01%
8,513
-14,008
936
$461K 0.01%
+6,849
937
$460K 0.01%
2,327
+315
938
$460K 0.01%
2,615
+70
939
$459K 0.01%
935
+96
940
$458K 0.01%
3,578
+2,043
941
$458K 0.01%
13,387
+11,877
942
$458K 0.01%
14,914
-6,243
943
$457K 0.01%
20,259
+8,225
944
$456K 0.01%
8,150
+1,396
945
$455K 0.01%
2,029
+54
946
$454K 0.01%
9,448
+7,590
947
$454K 0.01%
8,778
-50
948
$454K 0.01%
14,462
+7,572
949
$454K 0.01%
4,176
+350
950
$454K 0.01%
8,722
+3,217
36 37
38
39 40