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
1601
$132K ﹤0.01%
1,482
-747
1602
$132K ﹤0.01%
+4,505
1603
$132K ﹤0.01%
4,783
+1,238
1604
$131K ﹤0.01%
4,300
+4,250
1605
$131K ﹤0.01%
5,414
+3,589
1606
$131K ﹤0.01%
2,203
1607
$131K ﹤0.01%
7,196
+4,473
1608
$131K ﹤0.01%
4,733
+79
1609
$131K ﹤0.01%
1,805
-786
1610
$131K ﹤0.01%
3,639
-49
1611
$131K ﹤0.01%
4,854
1612
$131K ﹤0.01%
1,752
-138
1613
$130K ﹤0.01%
5,089
-531
1614
$130K ﹤0.01%
6,130
+252
1615
$130K ﹤0.01%
+3,107
1616
$130K ﹤0.01%
3,579
+3,255
1617
$130K ﹤0.01%
2,387
+833
1618
$130K ﹤0.01%
8,589
-409
1619
$129K ﹤0.01%
15,287
+48
1620
$129K ﹤0.01%
3,838
+907
1621
$129K ﹤0.01%
1,954
+37
1622
$129K ﹤0.01%
5,816
-495
1623
$129K ﹤0.01%
2,561
1624
$129K ﹤0.01%
31,000
1625
$129K ﹤0.01%
2,634
+2,622