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
1601
$14.6K ﹤0.01%
436
1602
$14.6K ﹤0.01%
+575
1603
$14.6K ﹤0.01%
810
1604
$14.6K ﹤0.01%
55
1605
$14.5K ﹤0.01%
485
-39
1606
$14.5K ﹤0.01%
719
1607
$14.4K ﹤0.01%
195
+7
1608
$14.4K ﹤0.01%
338
+132
1609
$14.4K ﹤0.01%
229
1610
$14.4K ﹤0.01%
304
1611
$14.4K ﹤0.01%
602
1612
$14.3K ﹤0.01%
115
+28
1613
$14.3K ﹤0.01%
29
+4
1614
$14.2K ﹤0.01%
+252
1615
$14.2K ﹤0.01%
508
1616
$14.2K ﹤0.01%
92
+10
1617
$14.2K ﹤0.01%
47
+24
1618
$14.2K ﹤0.01%
1,036
-632
1619
$14.1K ﹤0.01%
287
1620
$14.1K ﹤0.01%
234
1621
$14.1K ﹤0.01%
314
1622
$14.1K ﹤0.01%
1,829
-27
1623
$13.9K ﹤0.01%
301
-99
1624
$13.9K ﹤0.01%
2,495
+131
1625
$13.8K ﹤0.01%
304
+63
63 64
65
66 67