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
1451
$176K ﹤0.01%
2,134
+1,457
1452
$176K ﹤0.01%
1,281
+196
1453
$174K ﹤0.01%
910
+612
1454
$174K ﹤0.01%
2,552
-6
1455
$174K ﹤0.01%
+30,021
1456
$174K ﹤0.01%
8,358
+6,083
1457
$174K ﹤0.01%
3,884
+570
1458
$174K ﹤0.01%
523
-86
1459
$173K ﹤0.01%
2,502
-795
1460
$173K ﹤0.01%
1,158
+24
1461
$173K ﹤0.01%
3,368
+271
1462
$172K ﹤0.01%
1,979
+435
1463
$172K ﹤0.01%
8,574
+58
1464
$172K ﹤0.01%
7,621
+729
1465
$172K ﹤0.01%
+3,415
1466
$171K ﹤0.01%
963
+151
1467
$170K ﹤0.01%
2,954
+320
1468
$169K ﹤0.01%
1,485
+90
1469
$169K ﹤0.01%
1,521
1470
$169K ﹤0.01%
1,838
+131
1471
$169K ﹤0.01%
+3,586
1472
$169K ﹤0.01%
2,455
+629
1473
$169K ﹤0.01%
6,700
+3,433
1474
$168K ﹤0.01%
1,417
-45
1475
$168K ﹤0.01%
7,911
57 58
59
60 61