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
1276
$38K ﹤0.01%
229
+21
1277
$37.9K ﹤0.01%
153
+9
1278
$37.9K ﹤0.01%
1,634
1279
$37.9K ﹤0.01%
+568
1280
$37.8K ﹤0.01%
984
+28
1281
$37.6K ﹤0.01%
747
-201
1282
$37.6K ﹤0.01%
825
-1,479
1283
$37.5K ﹤0.01%
1,062
-20
1284
$37.3K ﹤0.01%
4,735
-63
1285
$37.3K ﹤0.01%
+6,360
1286
$37.2K ﹤0.01%
417
1287
$37.1K ﹤0.01%
434
-55
1288
$37.1K ﹤0.01%
355
+109
1289
$37.1K ﹤0.01%
959
-372
1290
$36.7K ﹤0.01%
1,010
-28
1291
$36.5K ﹤0.01%
752
1292
$36.4K ﹤0.01%
766
-71
1293
$36.4K ﹤0.01%
514
1294
$36.4K ﹤0.01%
1,441
+333
1295
$36.3K ﹤0.01%
793
+207
1296
$36.1K ﹤0.01%
1,019
+264
1297
$36.1K ﹤0.01%
1,199
+611
1298
$36.1K ﹤0.01%
780
+89
1299
$35.9K ﹤0.01%
356
-43
1300
$35.8K ﹤0.01%
1,117
50 51
52
53 54