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
1476
$21K ﹤0.01%
2,258
-190
1477
$20.9K ﹤0.01%
620
-503
1478
$20.7K ﹤0.01%
731
+6
1479
$20.7K ﹤0.01%
516
-210
1480
$20.7K ﹤0.01%
245
+21
1481
$20.7K ﹤0.01%
1,318
+657
1482
$20.6K ﹤0.01%
161
+75
1483
$20.6K ﹤0.01%
80
+22
1484
$20.5K ﹤0.01%
414
+215
1485
$20.5K ﹤0.01%
+8,000
1486
$20.5K ﹤0.01%
173
+9
1487
$20.4K ﹤0.01%
854
-12
1488
$20.4K ﹤0.01%
2,178
+2,136
1489
$20.2K ﹤0.01%
2,301
+1,243
1490
$20.1K ﹤0.01%
47
+35
1491
$20K ﹤0.01%
652
+78
1492
$20K ﹤0.01%
462
-172
1493
$19.9K ﹤0.01%
109
+25
1494
$19.9K ﹤0.01%
303
+9
1495
$19.9K ﹤0.01%
203
1496
$19.8K ﹤0.01%
230
+51
1497
$19.8K ﹤0.01%
381
+322
1498
$19.8K ﹤0.01%
50
-27
1499
$19.7K ﹤0.01%
162
+5
1500
$19.6K ﹤0.01%
1,001
+174
58 59
60
61 62