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
126
$7.6M 0.15%
36,980
+1,125
127
$7.57M 0.15%
38,814
-544
128
$7.5M 0.15%
126,483
-6,645
129
$7.4M 0.15%
298,704
+120,012
130
$7.26M 0.15%
39,100
+4,908
131
$7.25M 0.15%
25,420
+1,910
132
$7.21M 0.14%
66,358
-4,790
133
$7.12M 0.14%
103,138
+33,794
134
$6.97M 0.14%
145,709
-7,279
135
$6.96M 0.14%
203,335
+16,056
136
$6.96M 0.14%
218,771
-86,603
137
$6.9M 0.14%
72,418
+15,927
138
$6.9M 0.14%
23,071
+2,620
139
$6.88M 0.14%
99,227
+21,066
140
$6.81M 0.14%
72,587
-18,891
141
$6.73M 0.13%
66,229
-26,106
142
$6.62M 0.13%
83,667
+43,507
143
$6.62M 0.13%
69,878
+65,032
144
$6.55M 0.13%
183,971
+138,271
145
$6.53M 0.13%
22,353
+5,377
146
$6.51M 0.13%
54,637
+16,742
147
$6.43M 0.13%
146,975
+2,355
148
$6.33M 0.13%
101,487
-54,931
149
$6.33M 0.13%
259,544
-21,703
150
$6.32M 0.13%
27,844
+10,249
4 5
6
7 8