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
1001
$83.1K 0.01%
601
+34
1002
$82.8K 0.01%
472
-1,333
1003
$82.8K 0.01%
+1,696
1004
$82.7K 0.01%
3,533
+170
1005
$82.7K 0.01%
1,955
-124
1006
$82.5K 0.01%
6,855
-227
1007
$82.5K 0.01%
2,319
-15
1008
$82.2K 0.01%
16,990
+10,440
1009
$82.1K 0.01%
814
1010
$81.9K 0.01%
3,333
+2,320
1011
$81.7K 0.01%
1,951
-217
1012
$81.5K 0.01%
1,475
-571
1013
$81.4K ﹤0.01%
5,182
1014
$81.3K ﹤0.01%
2,216
+310
1015
$81.3K ﹤0.01%
4,057
-743
1016
$81.3K ﹤0.01%
1,808
+1,544
1017
$81.2K ﹤0.01%
6,913
-86
1018
$80.9K ﹤0.01%
3,238
-4,106
1019
$80.7K ﹤0.01%
1,317
-182
1020
$80.2K ﹤0.01%
1,541
+105
1021
$80.1K ﹤0.01%
1,368
+3
1022
$79.7K ﹤0.01%
3,561
1023
$79.7K ﹤0.01%
2,520
-2,858
1024
$79.7K ﹤0.01%
1,353
+1,235
1025
$79.5K ﹤0.01%
1,420
39 40
41
42 43