FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
126
$2.22M 0.13%
120,234
-6,691
127
$2.19M 0.13%
76,274
-516
128
$2.19M 0.13%
61,433
+18,180
129
$2.17M 0.13%
16,561
+2,054
130
$2.17M 0.13%
5,960
+624
131
$2.16M 0.13%
8,726
+1,442
132
$2.15M 0.13%
43,106
-560
133
$2.15M 0.13%
28,490
-4,264
134
$2.14M 0.13%
25,732
-10,181
135
$2.14M 0.13%
58,651
+12,519
136
$2.11M 0.13%
12,268
-2,685
137
$2.04M 0.12%
33,665
+10,496
138
$2.03M 0.12%
36,217
+832
139
$2.02M 0.12%
40,419
+6,896
140
$2.01M 0.12%
27,842
+658
141
$2.01M 0.12%
49,225
+9,554
142
$2.01M 0.12%
31,631
+14,505
143
$2M 0.12%
42,457
+14,522
144
$1.98M 0.12%
24,189
-3,638
145
$1.97M 0.12%
40,914
+1,798
146
$1.94M 0.12%
7,923
-855
147
$1.93M 0.12%
32,023
+953
148
$1.93M 0.12%
36,364
+6,346
149
$1.91M 0.12%
6,129
+1,811
150
$1.91M 0.12%
+36,667
4 5
6
7 8