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
76
$12.9M 0.26%
486,808
+180,626
77
$12.7M 0.25%
73,284
-29,935
78
$12.7M 0.25%
359,151
+196,292
79
$12.5M 0.25%
428,616
+43,182
80
$12.4M 0.25%
78,086
-904
81
$12.1M 0.24%
33,116
+7,106
82
$12.1M 0.24%
39,859
-701
83
$12.1M 0.24%
151,866
+32,510
84
$11.7M 0.23%
445,690
+293,839
85
$11.6M 0.23%
438,300
+293,875
86
$11.6M 0.23%
75,824
+9,496
87
$11.6M 0.23%
107,423
+7,722
88
$11.2M 0.23%
406,546
+27,457
89
$11.2M 0.22%
457,631
-48,905
90
$11.1M 0.22%
223,475
-3,665
91
$10.8M 0.22%
130,776
+13,659
92
$10.8M 0.22%
80,760
+23,150
93
$10.8M 0.22%
470,245
-22,278
94
$10.7M 0.21%
24,281
+14,872
95
$10.6M 0.21%
376,710
+24,080
96
$10.3M 0.21%
110,060
-71,260
97
$10.3M 0.21%
207,905
+20,190
98
$10.3M 0.21%
270,423
-99,877
99
$10.2M 0.2%
212,183
+4,011
100
$10.1M 0.2%
221,840
+16,832
2 3
4
5 6