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
1101
$62.9K ﹤0.01%
12,006
+11,958
1102
$62.6K ﹤0.01%
2,474
-56
1103
$62.2K ﹤0.01%
309
-5
1104
$62K ﹤0.01%
1,297
-57
1105
$61.8K ﹤0.01%
473
-496
1106
$61.6K ﹤0.01%
411
+16
1107
$61.6K ﹤0.01%
1,301
+100
1108
$61.6K ﹤0.01%
1,172
1109
$61.6K ﹤0.01%
1,110
+196
1110
$61.5K ﹤0.01%
435
+5
1111
$61.1K ﹤0.01%
1,403
+96
1112
$61K ﹤0.01%
1,498
1113
$60.9K ﹤0.01%
418
+32
1114
$60.7K ﹤0.01%
2,000
1115
$60.5K ﹤0.01%
858
-21
1116
$60K ﹤0.01%
1,619
-279
1117
$60K ﹤0.01%
2,360
1118
$59.9K ﹤0.01%
316
+72
1119
$59.7K ﹤0.01%
1,061
+43
1120
$59.7K ﹤0.01%
578
+112
1121
$59.6K ﹤0.01%
411
+73
1122
$59.5K ﹤0.01%
1,884
-355
1123
$59.4K ﹤0.01%
253
-110
1124
$59.3K ﹤0.01%
1,415
+311
1125
$58.8K ﹤0.01%
1,586
+65
43 44
45
46 47