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
1226
$45.1K ﹤0.01%
3,800
-1,759
1227
$44.8K ﹤0.01%
348
+41
1228
$44.4K ﹤0.01%
1,822
-54
1229
$44.2K ﹤0.01%
306
+13
1230
$44.2K ﹤0.01%
5,759
+1,748
1231
$44.2K ﹤0.01%
318
-2
1232
$44.2K ﹤0.01%
689
+146
1233
$44.1K ﹤0.01%
203
+31
1234
$44K ﹤0.01%
319
+29
1235
$43.8K ﹤0.01%
2,468
-5,862
1236
$43.6K ﹤0.01%
36
1237
$43.4K ﹤0.01%
506
1238
$43.3K ﹤0.01%
306
+1
1239
$43.2K ﹤0.01%
724
-68
1240
$43K ﹤0.01%
2,103
-4,899
1241
$42.8K ﹤0.01%
1,394
+8
1242
$42.7K ﹤0.01%
652
1243
$42.4K ﹤0.01%
1,353
+16
1244
$42.1K ﹤0.01%
1,696
+1,403
1245
$42K ﹤0.01%
485
1246
$42K ﹤0.01%
1,096
1247
$41.9K ﹤0.01%
1,848
+141
1248
$41.8K ﹤0.01%
1,434
+193
1249
$41.6K ﹤0.01%
921
1250
$41.5K ﹤0.01%
2,585
+1,550
48 49
50
51 52