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
1576
$15.6K ﹤0.01%
700
1577
$15.5K ﹤0.01%
+323
1578
$15.5K ﹤0.01%
+11,849
1579
$15.4K ﹤0.01%
185
+2
1580
$15.4K ﹤0.01%
451
-1
1581
$15.4K ﹤0.01%
811
+227
1582
$15.4K ﹤0.01%
176
-85
1583
$15.4K ﹤0.01%
650
+606
1584
$15.3K ﹤0.01%
76
+57
1585
$15.3K ﹤0.01%
272
+271
1586
$15.1K ﹤0.01%
464
+226
1587
$15.1K ﹤0.01%
296
-433
1588
$15.1K ﹤0.01%
632
-1
1589
$15K ﹤0.01%
471
1590
$15K ﹤0.01%
349
-5
1591
$15K ﹤0.01%
237
-5
1592
$14.9K ﹤0.01%
+278
1593
$14.9K ﹤0.01%
37
-2
1594
$14.9K ﹤0.01%
404
-24
1595
$14.8K ﹤0.01%
171
+27
1596
$14.7K ﹤0.01%
210
1597
$14.7K ﹤0.01%
66
+4
1598
$14.7K ﹤0.01%
250
1599
$14.7K ﹤0.01%
1,071
+21
1600
$14.7K ﹤0.01%
156
62 63
64
65 66