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
1451
$22.6K ﹤0.01%
6,906
+3,901
1452
$22.5K ﹤0.01%
334
-6
1453
$22.4K ﹤0.01%
1,962
+6
1454
$22.3K ﹤0.01%
566
-1,396
1455
$22.3K ﹤0.01%
365
-149
1456
$22.1K ﹤0.01%
7,810
-832
1457
$22K ﹤0.01%
167
-17
1458
$22K ﹤0.01%
2,043
+2,017
1459
$21.9K ﹤0.01%
200
+76
1460
$21.8K ﹤0.01%
421
+10
1461
$21.8K ﹤0.01%
540
+442
1462
$21.8K ﹤0.01%
386
+106
1463
$21.7K ﹤0.01%
304
+25
1464
$21.7K ﹤0.01%
478
+238
1465
$21.7K ﹤0.01%
167
1466
$21.4K ﹤0.01%
+1,335
1467
$21.4K ﹤0.01%
465
+411
1468
$21.4K ﹤0.01%
731
+200
1469
$21.4K ﹤0.01%
248
-69
1470
$21.4K ﹤0.01%
+262
1471
$21.2K ﹤0.01%
955
+708
1472
$21.2K ﹤0.01%
1,516
-609
1473
$21.1K ﹤0.01%
101
-18
1474
$21K ﹤0.01%
1,406
+50
1475
$21K ﹤0.01%
138
+15
57 58
59
60 61