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
101
$9.71M 0.19%
229,732
-62,173
102
$9.65M 0.19%
380,575
+205,733
103
$9.59M 0.19%
105,303
+12,687
104
$9.55M 0.19%
22,481
+3,461
105
$9.42M 0.19%
302,884
+6,287
106
$9.31M 0.19%
16,575
+1,629
107
$9.31M 0.19%
104,120
+75,169
108
$9.04M 0.18%
56,749
+14,889
109
$8.96M 0.18%
305,219
-36,975
110
$8.92M 0.18%
218,670
+6,225
111
$8.69M 0.17%
29,483
+2,591
112
$8.47M 0.17%
138,395
+42,378
113
$8.45M 0.17%
200,843
+25,222
114
$8.44M 0.17%
199,258
-13,112
115
$8.11M 0.16%
154,854
+28,851
116
$8.07M 0.16%
142,004
-39,022
117
$8.03M 0.16%
63,388
-10,662
118
$8M 0.16%
86,779
-15,867
119
$7.94M 0.16%
18,117
+2,031
120
$7.91M 0.16%
11,920
+5,892
121
$7.83M 0.16%
162,331
+142,559
122
$7.83M 0.16%
63,113
-1,506
123
$7.78M 0.16%
147,259
-49,703
124
$7.74M 0.16%
96,603
+8,809
125
$7.72M 0.15%
93,156
+6,115
3 4
5
6 7