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
1126
$58.6K ﹤0.01%
764
-29
1127
$58.5K ﹤0.01%
487
+70
1128
$58.1K ﹤0.01%
+1,164
1129
$58.1K ﹤0.01%
1,256
-156
1130
$58K ﹤0.01%
529
+381
1131
$57.9K ﹤0.01%
30,323
1132
$57.9K ﹤0.01%
2,551
-19
1133
$57.7K ﹤0.01%
1,040
+2
1134
$57.7K ﹤0.01%
43
+3
1135
$57.6K ﹤0.01%
2,181
+395
1136
$57.6K ﹤0.01%
1,225
+2
1137
$57.6K ﹤0.01%
1,643
+384
1138
$57.1K ﹤0.01%
552
+23
1139
$57K ﹤0.01%
130
+2
1140
$56.9K ﹤0.01%
339
-486
1141
$56.8K ﹤0.01%
+11,638
1142
$56.4K ﹤0.01%
1,321
-81
1143
$56K ﹤0.01%
262
+66
1144
$55.9K ﹤0.01%
2,079
+199
1145
$55.9K ﹤0.01%
431
-95
1146
$55.8K ﹤0.01%
1,354
-608
1147
$55.6K ﹤0.01%
1,704
1148
$55.6K ﹤0.01%
705
-67
1149
$55.5K ﹤0.01%
4,191
+78
1150
$55.5K ﹤0.01%
1,487
+273
44 45
46
47 48