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
951
$97.9K 0.01%
2,318
+705
952
$97.4K 0.01%
8,520
+90
953
$97.2K 0.01%
13,049
954
$96.8K 0.01%
1,388
-258
955
$95.9K 0.01%
669
-32
956
$95.9K 0.01%
1,779
-5
957
$95.7K 0.01%
629
+143
958
$94.9K 0.01%
803
+407
959
$94.7K 0.01%
393
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960
$94.6K 0.01%
2,085
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961
$94.4K 0.01%
1,751
-307
962
$94.3K 0.01%
1,962
+1,156
963
$94K 0.01%
4,812
+1,572
964
$93.9K 0.01%
1,531
-799
965
$93.8K 0.01%
1,000
+500
966
$93.5K 0.01%
2,750
+525
967
$93.2K 0.01%
1,606
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968
$92.8K 0.01%
74
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969
$92.6K 0.01%
862
970
$91.3K 0.01%
747
+2
971
$91.3K 0.01%
350
+22
972
$91.1K 0.01%
764
+562
973
$91K 0.01%
136
+17
974
$90.7K 0.01%
1,994
-9
975
$90.4K 0.01%
2,499
-107
37 38
39
40 41