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
1051
$73.9K ﹤0.01%
3,250
1052
$73.9K ﹤0.01%
1,049
-7
1053
$73.8K ﹤0.01%
6,286
+64
1054
$73.6K ﹤0.01%
797
+124
1055
$73.2K ﹤0.01%
+1,059
1056
$73K ﹤0.01%
1,744
-133
1057
$72.6K ﹤0.01%
1,182
-287
1058
$72.1K ﹤0.01%
+2,500
1059
$71.5K ﹤0.01%
+1,273
1060
$71.1K ﹤0.01%
3,246
+2,638
1061
$70.7K ﹤0.01%
626
-32
1062
$70.7K ﹤0.01%
818
-3,148
1063
$70.5K ﹤0.01%
166
+108
1064
$70.2K ﹤0.01%
3,885
+145
1065
$70.1K ﹤0.01%
1,704
+21
1066
$70K ﹤0.01%
3,105
-3,332
1067
$69.9K ﹤0.01%
10,300
1068
$69.6K ﹤0.01%
713
+30
1069
$69.6K ﹤0.01%
619
+280
1070
$69.5K ﹤0.01%
1,571
+445
1071
$69.4K ﹤0.01%
1,093
+55
1072
$68.6K ﹤0.01%
1,144
+57
1073
$68.6K ﹤0.01%
2,322
+731
1074
$68.4K ﹤0.01%
767
-62
1075
$68.3K ﹤0.01%
738
-122
41 42
43
44 45