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
1176
$52.2K ﹤0.01%
488
+377
1177
$51.8K ﹤0.01%
943
-241
1178
$51.7K ﹤0.01%
155
1179
$51.6K ﹤0.01%
768
1180
$51.6K ﹤0.01%
1,347
1181
$51.5K ﹤0.01%
152
+41
1182
$51.4K ﹤0.01%
2,281
1183
$51.3K ﹤0.01%
1,355
-260
1184
$51.1K ﹤0.01%
4,000
1185
$51.1K ﹤0.01%
1,880
+184
1186
$51K ﹤0.01%
450
+65
1187
$51K ﹤0.01%
4,602
+2,795
1188
$50.7K ﹤0.01%
3,120
+159
1189
$50.5K ﹤0.01%
744
+461
1190
$50.4K ﹤0.01%
1,954
+33
1191
$50.2K ﹤0.01%
2,146
-560
1192
$50.2K ﹤0.01%
500
1193
$49.9K ﹤0.01%
685
+680
1194
$49.7K ﹤0.01%
2,021
+228
1195
$49.5K ﹤0.01%
391
+204
1196
$49.4K ﹤0.01%
379
-10
1197
$49.3K ﹤0.01%
122
+5
1198
$49.2K ﹤0.01%
877
+284
1199
$49.1K ﹤0.01%
399
+38
1200
$49K ﹤0.01%
570
-200
46 47
48
49 50