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
1201
$295K 0.01%
8,570
-40
1202
$295K 0.01%
3,303
-66
1203
$293K 0.01%
2,806
+116
1204
$292K 0.01%
2,306
-2
1205
$292K 0.01%
5,291
+539
1206
$291K 0.01%
10,305
-14,831
1207
$291K 0.01%
11,170
-4,387
1208
$291K 0.01%
32,843
+32,661
1209
$289K 0.01%
7,559
+5,165
1210
$288K 0.01%
6,000
1211
$287K 0.01%
3,213
+498
1212
$287K 0.01%
3,358
-1,207
1213
$286K 0.01%
12,093
+11,207
1214
$286K 0.01%
4,499
-124
1215
$284K 0.01%
37,431
+4,082
1216
$282K 0.01%
9,326
+1,839
1217
$282K 0.01%
10,980
+1,504
1218
$280K 0.01%
8,698
1219
$280K 0.01%
+8,253
1220
$280K 0.01%
405
-39
1221
$279K 0.01%
6,170
-210
1222
$279K 0.01%
1,327
+85
1223
$278K 0.01%
1,803
+16
1224
$277K 0.01%
816
+34
1225
$277K 0.01%
3,549
-1,265
47 48
49
50 51