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
1301
$239K ﹤0.01%
5,294
+2,773
1302
$239K ﹤0.01%
3,736
-182
1303
$239K ﹤0.01%
12,300
+9,616
1304
$239K ﹤0.01%
16,321
+13,561
1305
$238K ﹤0.01%
4,800
-843
1306
$237K ﹤0.01%
10,946
-971
1307
$237K ﹤0.01%
5,951
+3,287
1308
$237K ﹤0.01%
16,232
-1,696
1309
$236K ﹤0.01%
1,411
-129
1310
$236K ﹤0.01%
3,306
+2,571
1311
$236K ﹤0.01%
3,161
+1,678
1312
$235K ﹤0.01%
1,681
+64
1313
$235K ﹤0.01%
16,543
+15,580
1314
$234K ﹤0.01%
5,138
+344
1315
$234K ﹤0.01%
1,261
-76
1316
$233K ﹤0.01%
11,375
+1,372
1317
$233K ﹤0.01%
3,112
-162
1318
$232K ﹤0.01%
3,878
+89
1319
$232K ﹤0.01%
2,410
+157
1320
$231K ﹤0.01%
2,346
-129
1321
$230K ﹤0.01%
3,677
+136
1322
$230K ﹤0.01%
5,023
+2,077
1323
$230K ﹤0.01%
2,677
+32
1324
$230K ﹤0.01%
1,559
+95
1325
$229K ﹤0.01%
801
+148
51 52
53
54 55