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
1401
$27.3K ﹤0.01%
759
+384
1402
$27.2K ﹤0.01%
273
-1
1403
$27.2K ﹤0.01%
232
1404
$27.2K ﹤0.01%
+250
1405
$27.1K ﹤0.01%
435
+198
1406
$27.1K ﹤0.01%
143
+1
1407
$27.1K ﹤0.01%
758
+232
1408
$27K ﹤0.01%
174
+12
1409
$26.8K ﹤0.01%
387
+1
1410
$26.6K ﹤0.01%
83
+42
1411
$26.3K ﹤0.01%
227
-54
1412
$26.3K ﹤0.01%
495
+70
1413
$26.3K ﹤0.01%
485
+323
1414
$25.6K ﹤0.01%
1,046
+19
1415
$25.5K ﹤0.01%
984
-1,684
1416
$25.5K ﹤0.01%
3,000
1417
$25.4K ﹤0.01%
134
+3
1418
$25.4K ﹤0.01%
797
-21
1419
$25.3K ﹤0.01%
547
+468
1420
$25K ﹤0.01%
321
+2
1421
$25K ﹤0.01%
727
+199
1422
$25K ﹤0.01%
569
1423
$24.8K ﹤0.01%
289
+41
1424
$24.6K ﹤0.01%
189
-12
1425
$24.2K ﹤0.01%
887
+14
55 56
57
58 59