FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 18.99%
This Quarter Est. Return
1 Year Est. Return
+18.99%
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
1301
$35.7K ﹤0.01%
954
+1
1302
$35.6K ﹤0.01%
440
+60
1303
$35.6K ﹤0.01%
267
+5
1304
$35.4K ﹤0.01%
1,525
1305
$35.3K ﹤0.01%
309
+10
1306
$35.1K ﹤0.01%
1,084
+64
1307
$35.1K ﹤0.01%
1,194
-178
1308
$34.9K ﹤0.01%
441
1309
$34.9K ﹤0.01%
1,149
-48
1310
$34.8K ﹤0.01%
946
-281
1311
$34.8K ﹤0.01%
4,000
1312
$34.6K ﹤0.01%
1,672
+49
1313
$34.6K ﹤0.01%
217
-23
1314
$34.4K ﹤0.01%
1,000
+483
1315
$34.3K ﹤0.01%
356
-148
1316
$34.3K ﹤0.01%
1,297
+172
1317
$34.1K ﹤0.01%
826
+3
1318
$34K ﹤0.01%
1,116
+179
1319
$33.7K ﹤0.01%
2,831
1320
$33.6K ﹤0.01%
1,091
-417
1321
$33.5K ﹤0.01%
1,273
+6
1322
$33.4K ﹤0.01%
118
-80
1323
$33.4K ﹤0.01%
+1,391
1324
$33.3K ﹤0.01%
2,621
+1,374
1325
$33.1K ﹤0.01%
585
-54
51 52
53
54 55