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
1226
$276K 0.01%
2,406
-205
1227
$276K 0.01%
5,711
-504
1228
$276K 0.01%
5,419
-123
1229
$276K 0.01%
5,822
+1,724
1230
$275K 0.01%
1,056
-172
1231
$274K 0.01%
3,474
-133
1232
$274K 0.01%
3,451
+2,745
1233
$272K 0.01%
3,096
-6,105
1234
$270K 0.01%
493
+70
1235
$270K 0.01%
5,760
+683
1236
$270K 0.01%
2,295
+1,020
1237
$269K 0.01%
4,417
-363
1238
$268K 0.01%
24,085
-2,717
1239
$268K 0.01%
5,188
+4,421
1240
$268K 0.01%
55,992
+14,072
1241
$266K 0.01%
6,923
+838
1242
$265K 0.01%
4,152
+4,065
1243
$265K 0.01%
3,141
+970
1244
$264K 0.01%
1,652
-260
1245
$264K 0.01%
4,527
-100
1246
$263K 0.01%
1,800
-200
1247
$263K 0.01%
2,228
+417
1248
$262K 0.01%
8,196
+4,281
1249
$262K 0.01%
7,807
+5,564
1250
$261K 0.01%
1,450
+1,197
48 49
50
51 52