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
1076
$68.2K ﹤0.01%
198
+1
1077
$68.2K ﹤0.01%
1,590
+151
1078
$67.9K ﹤0.01%
273
+38
1079
$67.6K ﹤0.01%
913
+524
1080
$67.5K ﹤0.01%
2,409
-3
1081
$67.5K ﹤0.01%
1,704
+129
1082
$67.4K ﹤0.01%
932
1083
$67.1K ﹤0.01%
347
+90
1084
$67K ﹤0.01%
6,638
1085
$66.9K ﹤0.01%
642
-12
1086
$66.7K ﹤0.01%
491
+81
1087
$66.7K ﹤0.01%
15,012
+5,000
1088
$66.1K ﹤0.01%
1,748
+205
1089
$66K ﹤0.01%
12,277
1090
$65.8K ﹤0.01%
1,330
-3
1091
$65.4K ﹤0.01%
+1,377
1092
$64.8K ﹤0.01%
2,359
+1,337
1093
$64.6K ﹤0.01%
980
+781
1094
$64.1K ﹤0.01%
955
+829
1095
$64.1K ﹤0.01%
1,057
-10
1096
$64.1K ﹤0.01%
16,594
-3,787
1097
$63.9K ﹤0.01%
+8,000
1098
$63.7K ﹤0.01%
160
+123
1099
$63.2K ﹤0.01%
10,313
+9,878
1100
$63.1K ﹤0.01%
2,794
42 43
44
45 46