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
1351
$31K ﹤0.01%
234
-97
1352
$31K ﹤0.01%
417
+2
1353
$30.9K ﹤0.01%
2,634
+1,825
1354
$30.9K ﹤0.01%
199
1355
$30.8K ﹤0.01%
1,966
+276
1356
$30.7K ﹤0.01%
1,285
-2,654
1357
$30.7K ﹤0.01%
323
+157
1358
$30.7K ﹤0.01%
1,331
+268
1359
$30.6K ﹤0.01%
558
-26
1360
$30.6K ﹤0.01%
558
+68
1361
$30.5K ﹤0.01%
11,590
+11,530
1362
$30.4K ﹤0.01%
1,875
1363
$30.4K ﹤0.01%
81
+65
1364
$30.3K ﹤0.01%
615
+140
1365
$30.2K ﹤0.01%
852
-17
1366
$29.8K ﹤0.01%
1,950
-909
1367
$29.8K ﹤0.01%
420
1368
$29.8K ﹤0.01%
470
1369
$29.7K ﹤0.01%
265
-13
1370
$29.7K ﹤0.01%
1,415
+85
1371
$29.6K ﹤0.01%
322
+46
1372
$29.6K ﹤0.01%
1,344
-228
1373
$29.5K ﹤0.01%
1,125
+5
1374
$29.3K ﹤0.01%
109
-81
1375
$29.3K ﹤0.01%
389
-17
53 54
55
56 57