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
1251
$41.3K ﹤0.01%
563
1252
$41K ﹤0.01%
154
+38
1253
$41K ﹤0.01%
620
+180
1254
$40.9K ﹤0.01%
533
+436
1255
$40.6K ﹤0.01%
387
+45
1256
$40.6K ﹤0.01%
356
1257
$40.6K ﹤0.01%
+533
1258
$40.6K ﹤0.01%
+547
1259
$40.4K ﹤0.01%
+10,966
1260
$40.2K ﹤0.01%
1,606
-365
1261
$39.7K ﹤0.01%
11,332
+6,108
1262
$39.6K ﹤0.01%
426
+4
1263
$39.6K ﹤0.01%
256
1264
$39.4K ﹤0.01%
1,247
+880
1265
$39.1K ﹤0.01%
79,857
1266
$39K ﹤0.01%
1,358
+17
1267
$38.9K ﹤0.01%
937
+191
1268
$38.8K ﹤0.01%
1,851
+662
1269
$38.7K ﹤0.01%
+1,840
1270
$38.6K ﹤0.01%
259
+93
1271
$38.6K ﹤0.01%
826
-458
1272
$38.4K ﹤0.01%
486
-62
1273
$38.4K ﹤0.01%
1,000
1274
$38.2K ﹤0.01%
429
+114
1275
$38.2K ﹤0.01%
+1,191
49 50
51
52 53