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
1201
$49K ﹤0.01%
41
1202
$48.9K ﹤0.01%
701
+26
1203
$48.9K ﹤0.01%
681
+173
1204
$48.8K ﹤0.01%
644
-13
1205
$48.6K ﹤0.01%
408
+53
1206
$48.2K ﹤0.01%
6
1207
$48.1K ﹤0.01%
179
+15
1208
$48.1K ﹤0.01%
2,025
1209
$47.7K ﹤0.01%
488
+18
1210
$47.5K ﹤0.01%
1,063
+352
1211
$47.2K ﹤0.01%
1,313
-3,182
1212
$46.9K ﹤0.01%
+1,219
1213
$46.9K ﹤0.01%
+820
1214
$46.6K ﹤0.01%
296
1215
$46.6K ﹤0.01%
237
+3
1216
$46.6K ﹤0.01%
88
1217
$46.4K ﹤0.01%
170
+22
1218
$46.3K ﹤0.01%
633
+37
1219
$46.1K ﹤0.01%
829
+252
1220
$45.9K ﹤0.01%
169
+149
1221
$45.9K ﹤0.01%
514
+17
1222
$45.4K ﹤0.01%
+54
1223
$45.3K ﹤0.01%
1,085
+32
1224
$45.3K ﹤0.01%
545
+40
1225
$45.2K ﹤0.01%
973
+148
47 48
49
50 51