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
1526
$153K ﹤0.01%
3,656
-994
1527
$153K ﹤0.01%
1,727
-15
1528
$152K ﹤0.01%
13,459
+8,745
1529
$152K ﹤0.01%
3,458
+606
1530
$152K ﹤0.01%
2,063
-756
1531
$152K ﹤0.01%
10,068
+3
1532
$152K ﹤0.01%
827
+228
1533
$151K ﹤0.01%
4,750
+479
1534
$151K ﹤0.01%
+18,397
1535
$151K ﹤0.01%
1,654
+1,462
1536
$151K ﹤0.01%
13,148
+1,295
1537
$150K ﹤0.01%
3,359
+3,350
1538
$150K ﹤0.01%
5,381
+3,073
1539
$150K ﹤0.01%
2,888
+1,065
1540
$150K ﹤0.01%
4,978
1541
$150K ﹤0.01%
6,176
-2,000
1542
$150K ﹤0.01%
8,450
-666
1543
$149K ﹤0.01%
4,037
+58
1544
$149K ﹤0.01%
665
+438
1545
$148K ﹤0.01%
7,346
-221
1546
$148K ﹤0.01%
7,088
1547
$148K ﹤0.01%
1,625
+637
1548
$148K ﹤0.01%
497
-162
1549
$148K ﹤0.01%
502
-1,893
1550
$148K ﹤0.01%
2,188
-93
60 61
62
63 64