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
1026
$79.5K ﹤0.01%
834
+11
1027
$79.4K ﹤0.01%
1,361
+72
1028
$78.9K ﹤0.01%
2,363
1029
$78.9K ﹤0.01%
1,036
+120
1030
$78.5K ﹤0.01%
579
+13
1031
$78.4K ﹤0.01%
4,486
1032
$78.2K ﹤0.01%
309
+38
1033
$78K ﹤0.01%
7,125
+2,470
1034
$77.7K ﹤0.01%
4,254
-11
1035
$77.7K ﹤0.01%
2,489
-1,027
1036
$76.9K ﹤0.01%
7,456
-3
1037
$76K ﹤0.01%
2,626
+2,488
1038
$75.9K ﹤0.01%
402
+84
1039
$75.7K ﹤0.01%
1,806
-126
1040
$75.7K ﹤0.01%
2,125
+265
1041
$75.7K ﹤0.01%
1,973
+86
1042
$75.6K ﹤0.01%
9,325
-2,450
1043
$75.1K ﹤0.01%
647
+119
1044
$74.7K ﹤0.01%
4,300
-1,595
1045
$74.6K ﹤0.01%
1,570
-187
1046
$74.5K ﹤0.01%
2,227
-142
1047
$74.3K ﹤0.01%
857
-1
1048
$74.3K ﹤0.01%
497
+164
1049
$74.2K ﹤0.01%
804
+71
1050
$74K ﹤0.01%
1,669
+443
40 41
42
43 44