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
1151
$55.4K ﹤0.01%
2,694
+345
1152
$55.4K ﹤0.01%
8,600
1153
$55.1K ﹤0.01%
1,936
-520
1154
$54.8K ﹤0.01%
458
+10
1155
$54.8K ﹤0.01%
552
1156
$54.6K ﹤0.01%
34
+2
1157
$54.6K ﹤0.01%
520
+20
1158
$54.4K ﹤0.01%
1,676
+216
1159
$54.3K ﹤0.01%
274
+174
1160
$54.3K ﹤0.01%
4,918
+5
1161
$54.2K ﹤0.01%
+570
1162
$54.1K ﹤0.01%
529
-181
1163
$53.7K ﹤0.01%
+1,020
1164
$53.4K ﹤0.01%
1,174
+174
1165
$53.1K ﹤0.01%
2,093
-918
1166
$53K ﹤0.01%
1,880
-888
1167
$53K ﹤0.01%
705
1168
$52.9K ﹤0.01%
644
1169
$52.8K ﹤0.01%
559
+238
1170
$52.6K ﹤0.01%
6,305
+232
1171
$52.5K ﹤0.01%
373
+13
1172
$52.4K ﹤0.01%
909
+792
1173
$52.4K ﹤0.01%
266
+210
1174
$52.3K ﹤0.01%
+1,609
1175
$52.3K ﹤0.01%
2,005
-669
45 46
47
48 49