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
101
$3.03M 0.18%
6,036
-282
102
$3.02M 0.18%
70,127
+18,763
103
$2.94M 0.18%
70,569
+14,416
104
$2.93M 0.18%
30,014
+873
105
$2.93M 0.18%
31,989
-7,200
106
$2.92M 0.18%
11,777
+5,077
107
$2.82M 0.17%
52,204
+1,203
108
$2.74M 0.17%
25,489
-2,525
109
$2.71M 0.17%
10,447
-1,053
110
$2.7M 0.16%
55,143
+24,382
111
$2.68M 0.16%
15,922
+14,332
112
$2.57M 0.16%
41,891
+3,379
113
$2.55M 0.16%
29,271
+1,773
114
$2.55M 0.15%
43,728
+427
115
$2.54M 0.15%
10,269
-5,842
116
$2.53M 0.15%
24,953
+282
117
$2.51M 0.15%
66,361
+13,440
118
$2.51M 0.15%
13,692
+577
119
$2.47M 0.15%
27,148
+2,433
120
$2.45M 0.15%
91,638
+43,662
121
$2.44M 0.15%
26,363
-4,775
122
$2.44M 0.15%
17,423
+2,351
123
$2.42M 0.15%
90,883
+10,590
124
$2.3M 0.14%
25,605
-1,412
125
$2.29M 0.14%
28,794
-3,362
3 4
5
6 7