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
1326
$33.1K ﹤0.01%
+625
1327
$32.9K ﹤0.01%
468
1328
$32.9K ﹤0.01%
945
+32
1329
$32.9K ﹤0.01%
515
+99
1330
$32.9K ﹤0.01%
422
-50
1331
$32.8K ﹤0.01%
1,421
+17
1332
$32.8K ﹤0.01%
423
+9
1333
$32.7K ﹤0.01%
170
+7
1334
$32.6K ﹤0.01%
186
+3
1335
$32.5K ﹤0.01%
191
+31
1336
$32.5K ﹤0.01%
1,365
1337
$32.4K ﹤0.01%
1,157
+81
1338
$32.2K ﹤0.01%
171
+76
1339
$32.2K ﹤0.01%
2,000
+1,986
1340
$32.1K ﹤0.01%
230
+3
1341
$32.1K ﹤0.01%
602
+315
1342
$31.9K ﹤0.01%
1,256
1343
$31.8K ﹤0.01%
1,744
1344
$31.5K ﹤0.01%
748
-352
1345
$31.4K ﹤0.01%
+1,350
1346
$31.4K ﹤0.01%
414
-166
1347
$31.3K ﹤0.01%
2,076
-29
1348
$31.2K ﹤0.01%
6,065
-84
1349
$31.1K ﹤0.01%
258
+14
1350
$31K ﹤0.01%
6,451
-2,707
52 53
54
55 56