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
76
$4.25M 0.26%
8,682
+932
77
$4.24M 0.26%
20,382
+488
78
$4.16M 0.25%
30,780
+2,360
79
$4.09M 0.25%
77,156
+25,695
80
$4.05M 0.25%
43,550
+21,802
81
$4.05M 0.25%
22,304
+1,913
82
$4.02M 0.24%
22,917
+1,501
83
$4.01M 0.24%
34,888
+1,030
84
$4M 0.24%
32,901
+2,202
85
$3.96M 0.24%
5,491
-447
86
$3.9M 0.24%
31,049
+1,245
87
$3.74M 0.23%
192,608
-43,832
88
$3.51M 0.21%
43,150
+7,407
89
$3.5M 0.21%
20,251
+11,647
90
$3.47M 0.21%
54,757
+6,832
91
$3.43M 0.21%
26,892
-7,030
92
$3.42M 0.21%
115,254
+9,830
93
$3.37M 0.21%
66,948
+6,066
94
$3.31M 0.2%
18,312
+1,461
95
$3.26M 0.2%
9,469
-1,191
96
$3.26M 0.2%
10,772
+1,217
97
$3.26M 0.2%
11,619
+756
98
$3.19M 0.19%
118,353
+111,267
99
$3.13M 0.19%
10,738
-745
100
$3.04M 0.18%
149,890
+5,188
2 3
4
5 6