FFA

Farther Finance Advisors Portfolio holdings

AUM $4.99B
1-Year Return 14.78%
This Quarter Return
+0.63%
1 Year Return
+14.78%
3 Year Return
5 Year Return
10 Year Return
AUM
$2.77B
AUM Growth
+$101M
Cap. Flow
+$106M
Cap. Flow %
3.84%
Top 10 Hldgs %
25.37%
Holding
4,250
New
231
Increased
1,282
Reduced
1,614
Closed
225

Sector Composition

1 Technology 10.41%
2 Financials 4.58%
3 Consumer Discretionary 3.66%
4 Healthcare 3.05%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UFPI icon
1576
UFP Industries
UFPI
$5.78B
$58.8K ﹤0.01%
522
-77
-13% -$8.68K
IMCB icon
1577
iShares Morningstar Mid-Cap ETF
IMCB
$1.19B
$58.8K ﹤0.01%
772
-88
-10% -$6.7K
CHW
1578
Calamos Global Dynamic Income Fund
CHW
$478M
$58.7K ﹤0.01%
8,700
INEQ
1579
Columbia International Equity Income ETF
INEQ
$48.9M
$58.7K ﹤0.01%
2,000
PRIM icon
1580
Primoris Services
PRIM
$6.59B
$58.6K ﹤0.01%
767
+746
+3,552% +$57K
PLMR icon
1581
Palomar
PLMR
$3.13B
$58.5K ﹤0.01%
554
+99
+22% +$10.5K
YETI icon
1582
Yeti Holdings
YETI
$2.88B
$58.3K ﹤0.01%
1,515
+131
+9% +$5.05K
EEMV icon
1583
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.67B
$58.3K ﹤0.01%
1,005
+1
+0.1% +$58
AFIF icon
1584
Anfield Universal Fixed Income ETF
AFIF
$146M
$58.1K ﹤0.01%
+6,349
New +$58.1K
AER icon
1585
AerCap
AER
$21.8B
$58K ﹤0.01%
606
-147
-20% -$14.1K
VPL icon
1586
Vanguard FTSE Pacific ETF
VPL
$7.98B
$57.5K ﹤0.01%
809
+462
+133% +$32.8K
WTFC icon
1587
Wintrust Financial
WTFC
$9.08B
$57.4K ﹤0.01%
460
+9
+2% +$1.12K
RSST icon
1588
Return Stacked US Stocks & Managed Futures ETF
RSST
$258M
$57.4K ﹤0.01%
2,400
+1,000
+71% +$23.9K
FERG icon
1589
Ferguson
FERG
$42.5B
$57.3K ﹤0.01%
330
-34
-9% -$5.9K
GUNR icon
1590
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.08B
$57.2K ﹤0.01%
1,573
FXI icon
1591
iShares China Large-Cap ETF
FXI
$6.92B
$57.1K ﹤0.01%
1,875
+3
+0.2% +$91
ALAB icon
1592
Astera Labs
ALAB
$38.1B
$57K ﹤0.01%
430
+27
+7% +$3.58K
DSM
1593
BNY Mellon Strategic Municipal Bond Fund
DSM
$292M
$56.9K ﹤0.01%
9,800
-85,289
-90% -$496K
EQH icon
1594
Equitable Holdings
EQH
$16.2B
$56.9K ﹤0.01%
1,207
-140
-10% -$6.6K
ALNY icon
1595
Alnylam Pharmaceuticals
ALNY
$61.1B
$56.8K ﹤0.01%
241
+30
+14% +$7.07K
CGDV icon
1596
Capital Group Dividend Value ETF
CGDV
$21.6B
$56.7K ﹤0.01%
1,609
CBSH icon
1597
Commerce Bancshares
CBSH
$7.96B
$56.4K ﹤0.01%
905
-21
-2% -$1.31K
CLF icon
1598
Cleveland-Cliffs
CLF
$5.78B
$56.3K ﹤0.01%
5,990
+4,971
+488% +$46.7K
IBDU icon
1599
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.9B
$56.2K ﹤0.01%
2,463
+33
+1% +$752
CPRX icon
1600
Catalyst Pharmaceutical
CPRX
$2.44B
$56.1K ﹤0.01%
2,690
+1,495
+125% +$31.2K