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
976
$90.3K 0.01%
1,236
+65
977
$90.1K 0.01%
7,545
+1,311
978
$90K 0.01%
1,077
+169
979
$90K 0.01%
1,907
-17
980
$89.6K 0.01%
1,804
+877
981
$88.8K 0.01%
223
+35
982
$87.9K 0.01%
1,754
-5
983
$87.4K 0.01%
1,299
+15
984
$87.4K 0.01%
2,953
+911
985
$87.2K 0.01%
881
+111
986
$86.9K 0.01%
1,002
+1,001
987
$86.7K 0.01%
693
+183
988
$86.5K 0.01%
6,097
+6,049
989
$86.5K 0.01%
2,676
-289
990
$86.3K 0.01%
1,552
991
$85.8K 0.01%
+1,446
992
$85.7K 0.01%
+2,471
993
$85.6K 0.01%
968
-1
994
$85.6K 0.01%
811
+203
995
$85.5K 0.01%
193
+17
996
$84.4K 0.01%
+4,153
997
$84.2K 0.01%
4,010
+1,999
998
$84K 0.01%
1,848
+444
999
$83.7K 0.01%
1,683
+202
1000
$83.5K 0.01%
1,483
+1,482
38 39
40
41 42