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
1501
$19.6K ﹤0.01%
+1,077
1502
$19.5K ﹤0.01%
500
-61
1503
$19.4K ﹤0.01%
1,310
-1,900
1504
$19.3K ﹤0.01%
33
+1
1505
$19.3K ﹤0.01%
430
1506
$19.2K ﹤0.01%
6,015
+15
1507
$19.1K ﹤0.01%
1,375
+9
1508
$19.1K ﹤0.01%
595
1509
$19K ﹤0.01%
85
-1
1510
$19K ﹤0.01%
80
+5
1511
$19K ﹤0.01%
147
+56
1512
$19K ﹤0.01%
+434
1513
$18.9K ﹤0.01%
560
+131
1514
$18.9K ﹤0.01%
1,587
1515
$18.7K ﹤0.01%
1,490
+1,453
1516
$18.7K ﹤0.01%
100
+10
1517
$18.7K ﹤0.01%
61
-3
1518
$18.6K ﹤0.01%
117
1519
$18.5K ﹤0.01%
359
+90
1520
$18.5K ﹤0.01%
1,054
+204
1521
$18.5K ﹤0.01%
422
-80
1522
$18.5K ﹤0.01%
187
-97
1523
$18.4K ﹤0.01%
916
-214
1524
$18.2K ﹤0.01%
1,033
+500
1525
$18.2K ﹤0.01%
+1,000
59 60
61
62 63