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
1026
$394K 0.01%
6,284
-1,116
1027
$393K 0.01%
2,084
+528
1028
$393K 0.01%
10,774
+6,091
1029
$391K 0.01%
2,880
+129
1030
$391K 0.01%
534
-144
1031
$390K 0.01%
2,498
+1,819
1032
$390K 0.01%
9,737
+400
1033
$388K 0.01%
22,080
+907
1034
$388K 0.01%
8,886
-670
1035
$388K 0.01%
7,005
+326
1036
$388K 0.01%
1,252
+115
1037
$387K 0.01%
5,228
+735
1038
$387K 0.01%
10,736
+143
1039
$386K 0.01%
18,601
1040
$384K 0.01%
12,100
+10,347
1041
$384K 0.01%
6,646
+3,687
1042
$384K 0.01%
1,027
+414
1043
$383K 0.01%
5,152
+4,690
1044
$383K 0.01%
4,135
+3,700
1045
$382K 0.01%
29,216
+239
1046
$382K 0.01%
2,330
+1,753
1047
$382K 0.01%
6,117
+653
1048
$380K 0.01%
10,974
+158
1049
$379K 0.01%
2,338
+576
1050
$378K 0.01%
14,529
+3,048
40 41
42
43 44