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
1526
$18.2K ﹤0.01%
94
+2
1527
$18.2K ﹤0.01%
68
1528
$18.1K ﹤0.01%
626
+595
1529
$17.9K ﹤0.01%
37
1530
$17.8K ﹤0.01%
729
+177
1531
$17.7K ﹤0.01%
285
+93
1532
$17.7K ﹤0.01%
4,116
-1,003
1533
$17.7K ﹤0.01%
485
-1
1534
$17.7K ﹤0.01%
+635
1535
$17.6K ﹤0.01%
226
+2
1536
$17.6K ﹤0.01%
1,100
-15
1537
$17.5K ﹤0.01%
504
-2
1538
$17.5K ﹤0.01%
169
1539
$17.5K ﹤0.01%
242
1540
$17.4K ﹤0.01%
344
-142
1541
$17.4K ﹤0.01%
+3,138
1542
$17.3K ﹤0.01%
822
+19
1543
$17.3K ﹤0.01%
162
+23
1544
$17.1K ﹤0.01%
821
-801
1545
$17K ﹤0.01%
480
+137
1546
$17K ﹤0.01%
2,255
+1,917
1547
$17K ﹤0.01%
492
+210
1548
$17K ﹤0.01%
411
1549
$16.9K ﹤0.01%
313
-15
1550
$16.9K ﹤0.01%
137
+15
60 61
62
63 64