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
1501
$160K ﹤0.01%
1,780
+446
1502
$159K ﹤0.01%
973
+701
1503
$159K ﹤0.01%
4,955
+960
1504
$159K ﹤0.01%
10,153
+4,554
1505
$159K ﹤0.01%
3,720
+911
1506
$158K ﹤0.01%
+2,363
1507
$158K ﹤0.01%
4,077
+1,392
1508
$158K ﹤0.01%
610
+80
1509
$158K ﹤0.01%
1,031
+37
1510
$158K ﹤0.01%
+3,507
1511
$158K ﹤0.01%
2,021
-20
1512
$157K ﹤0.01%
1,741
+457
1513
$157K ﹤0.01%
1,618
-1,182
1514
$157K ﹤0.01%
4,191
-860
1515
$157K ﹤0.01%
1,776
-180
1516
$156K ﹤0.01%
1,282
1517
$156K ﹤0.01%
6,460
-183
1518
$156K ﹤0.01%
4,233
+2,653
1519
$155K ﹤0.01%
4,828
1520
$155K ﹤0.01%
4,085
-64
1521
$155K ﹤0.01%
11,251
-108
1522
$155K ﹤0.01%
6,901
+682
1523
$154K ﹤0.01%
971
+501
1524
$154K ﹤0.01%
+1,950
1525
$153K ﹤0.01%
4,182
+279