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
1426
$24.2K ﹤0.01%
58
+23
1427
$24.1K ﹤0.01%
846
+836
1428
$23.9K ﹤0.01%
88
+8
1429
$23.9K ﹤0.01%
5,295
-1,821
1430
$23.9K ﹤0.01%
1,415
-239
1431
$23.8K ﹤0.01%
60
+4
1432
$23.8K ﹤0.01%
214
1433
$23.8K ﹤0.01%
165
1434
$23.8K ﹤0.01%
474
+46
1435
$23.8K ﹤0.01%
734
1436
$23.7K ﹤0.01%
229
1437
$23.6K ﹤0.01%
469
-27
1438
$23.6K ﹤0.01%
+155
1439
$23.4K ﹤0.01%
592
1440
$23.4K ﹤0.01%
229
1441
$23.2K ﹤0.01%
460
+20
1442
$23.1K ﹤0.01%
992
-444
1443
$23.1K ﹤0.01%
809
+38
1444
$23K ﹤0.01%
273
+50
1445
$23K ﹤0.01%
1,120
1446
$23K ﹤0.01%
250
+69
1447
$22.7K ﹤0.01%
1,020
+5
1448
$22.7K ﹤0.01%
660
-58
1449
$22.6K ﹤0.01%
67
+45
1450
$22.6K ﹤0.01%
565
+15
56 57
58
59 60