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
1401
$195K ﹤0.01%
5,996
+2,125
1402
$194K ﹤0.01%
12,075
-1,018
1403
$194K ﹤0.01%
3,553
+1,473
1404
$194K ﹤0.01%
474
+14
1405
$193K ﹤0.01%
3,470
-75
1406
$193K ﹤0.01%
5,870
+2,341
1407
$193K ﹤0.01%
4,260
-1,480
1408
$192K ﹤0.01%
3,991
1409
$192K ﹤0.01%
2,630
-68
1410
$192K ﹤0.01%
1,380
-504
1411
$192K ﹤0.01%
+8,911
1412
$191K ﹤0.01%
+7,352
1413
$191K ﹤0.01%
1,885
-1,834
1414
$190K ﹤0.01%
4,138
+207
1415
$190K ﹤0.01%
12,531
-361
1416
$190K ﹤0.01%
4,572
+2,164
1417
$189K ﹤0.01%
1,531
-15,833
1418
$189K ﹤0.01%
8,100
1419
$188K ﹤0.01%
5,965
+2,545
1420
$188K ﹤0.01%
4,654
+3,624
1421
$188K ﹤0.01%
5,564
+1,681
1422
$187K ﹤0.01%
2,468
+647
1423
$187K ﹤0.01%
2,327
+1,908
1424
$186K ﹤0.01%
2,033
+1,746
1425
$186K ﹤0.01%
+8,423