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
1126
$327K 0.01%
14,640
1127
$327K 0.01%
4,536
+620
1128
$326K 0.01%
4,301
-45
1129
$326K 0.01%
2,942
-176
1130
$326K 0.01%
20,003
+3
1131
$326K 0.01%
6,022
+244
1132
$326K 0.01%
4,456
+291
1133
$326K 0.01%
30,314
+7,024
1134
$325K 0.01%
3,549
-705
1135
$325K 0.01%
17,796
+2,935
1136
$325K 0.01%
804
+19
1137
$325K 0.01%
6,675
-4,215
1138
$323K 0.01%
6,161
+2,115
1139
$322K 0.01%
8,853
-814
1140
$321K 0.01%
4,679
-262
1141
$321K 0.01%
16,855
+12,046
1142
$321K 0.01%
2,493
-121
1143
$321K 0.01%
5,088
+752
1144
$321K 0.01%
3,680
+580
1145
$320K 0.01%
4,140
-18
1146
$320K 0.01%
3,951
-2,358
1147
$319K 0.01%
25,491
-8,822
1148
$319K 0.01%
+9,081
1149
$318K 0.01%
552
-143
1150
$318K 0.01%
32,434
+1,246
44 45
46
47 48