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
1551
$16.8K ﹤0.01%
618
1552
$16.7K ﹤0.01%
327
1553
$16.7K ﹤0.01%
137
1554
$16.6K ﹤0.01%
52
+5
1555
$16.6K ﹤0.01%
338
-118
1556
$16.6K ﹤0.01%
262
-47
1557
$16.5K ﹤0.01%
748
-133
1558
$16.5K ﹤0.01%
276
1559
$16.4K ﹤0.01%
3,000
1560
$16.4K ﹤0.01%
1,037
1561
$16.4K ﹤0.01%
100
+10
1562
$16.2K ﹤0.01%
1,630
+500
1563
$16.2K ﹤0.01%
225
1564
$16K ﹤0.01%
+125
1565
$16K ﹤0.01%
45
+5
1566
$15.9K ﹤0.01%
182
+166
1567
$15.8K ﹤0.01%
40
1568
$15.8K ﹤0.01%
1,325
1569
$15.7K ﹤0.01%
555
-5
1570
$15.7K ﹤0.01%
209
+30
1571
$15.7K ﹤0.01%
780
-115
1572
$15.7K ﹤0.01%
+1,500
1573
$15.6K ﹤0.01%
276
+224
1574
$15.6K ﹤0.01%
659
+15
1575
$15.6K ﹤0.01%
186
-1
61 62
63
64 65