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
1326
$228K ﹤0.01%
2,259
-679
1327
$228K ﹤0.01%
8,244
+5,244
1328
$227K ﹤0.01%
7,806
+7,795
1329
$226K ﹤0.01%
9,322
-8,534
1330
$226K ﹤0.01%
5,092
+1,941
1331
$225K ﹤0.01%
763
+19
1332
$225K ﹤0.01%
7,107
-8,665
1333
$224K ﹤0.01%
5,345
+3,826
1334
$224K ﹤0.01%
682
+75
1335
$223K ﹤0.01%
8,597
1336
$223K ﹤0.01%
9,053
-1,897
1337
$223K ﹤0.01%
4,520
-100
1338
$222K ﹤0.01%
5,045
-2,865
1339
$222K ﹤0.01%
5,751
+191
1340
$222K ﹤0.01%
5,155
+3,694
1341
$221K ﹤0.01%
740
+632
1342
$220K ﹤0.01%
+9,023
1343
$219K ﹤0.01%
2,917
-902
1344
$219K ﹤0.01%
14,560
+1,705
1345
$218K ﹤0.01%
11,808
+11,807
1346
$217K ﹤0.01%
1,597
+591
1347
$216K ﹤0.01%
1,931
-713
1348
$215K ﹤0.01%
8,837
-68
1349
$215K ﹤0.01%
5,288
+2,473
1350
$215K ﹤0.01%
10,324
+7,178
52 53
54
55 56