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
1001
$408K 0.01%
4,020
-237
1002
$407K 0.01%
1,166
-46
1003
$406K 0.01%
5,455
+858
1004
$406K 0.01%
10,035
-2,150
1005
$404K 0.01%
4,922
-39
1006
$404K 0.01%
4,438
+405
1007
$404K 0.01%
7,093
-1,426
1008
$403K 0.01%
7,535
+2,143
1009
$403K 0.01%
46,091
+8,959
1010
$403K 0.01%
1,746
+705
1011
$402K 0.01%
7,813
-14,632
1012
$402K 0.01%
860
+123
1013
$402K 0.01%
12,178
+1,243
1014
$402K 0.01%
9,980
+556
1015
$401K 0.01%
15,070
+967
1016
$401K 0.01%
5,166
+394
1017
$401K 0.01%
7,372
-4,551
1018
$399K 0.01%
21,195
+13,600
1019
$396K 0.01%
2,349
+307
1020
$396K 0.01%
2,674
+383
1021
$395K 0.01%
6,831
-2,337
1022
$394K 0.01%
14,319
+2,168
1023
$394K 0.01%
12,295
+6,958
1024
$394K 0.01%
5,282
+895
1025
$394K 0.01%
8,093
+2,467
39 40
41
42 43