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
1376
$29.2K ﹤0.01%
551
+20
1377
$29.1K ﹤0.01%
281
1378
$29K ﹤0.01%
2,554
1379
$29K ﹤0.01%
1,648
+908
1380
$28.8K ﹤0.01%
227
-36
1381
$28.8K ﹤0.01%
133
+98
1382
$28.6K ﹤0.01%
594
+116
1383
$28.5K ﹤0.01%
269
1384
$28.4K ﹤0.01%
464
-13
1385
$28.3K ﹤0.01%
344
+27
1386
$28.3K ﹤0.01%
748
+2
1387
$28.2K ﹤0.01%
1,059
-37
1388
$28.2K ﹤0.01%
4,209
-192
1389
$28.2K ﹤0.01%
4,710
1390
$28K ﹤0.01%
391
1391
$28K ﹤0.01%
750
1392
$27.7K ﹤0.01%
575
+198
1393
$27.6K ﹤0.01%
1,958
+1,745
1394
$27.6K ﹤0.01%
595
-7
1395
$27.6K ﹤0.01%
1,499
-15
1396
$27.6K ﹤0.01%
+1,122
1397
$27.5K ﹤0.01%
219
+28
1398
$27.5K ﹤0.01%
428
+68
1399
$27.3K ﹤0.01%
698
+410
1400
$27.3K ﹤0.01%
445
+127
54 55
56
57 58