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
1626
$13.8K ﹤0.01%
283
+16
1627
$13.7K ﹤0.01%
74
-19
1628
$13.7K ﹤0.01%
272
+15
1629
$13.7K ﹤0.01%
500
1630
$13.6K ﹤0.01%
368
+242
1631
$13.6K ﹤0.01%
117
+32
1632
$13.6K ﹤0.01%
135
1633
$13.6K ﹤0.01%
56
+1
1634
$13.4K ﹤0.01%
306
+131
1635
$13.4K ﹤0.01%
453
1636
$13.4K ﹤0.01%
721
1637
$13.4K ﹤0.01%
145
1638
$13.3K ﹤0.01%
700
-3
1639
$13.3K ﹤0.01%
546
+442
1640
$13.2K ﹤0.01%
164
+12
1641
$13.2K ﹤0.01%
70
-1,365
1642
$13.2K ﹤0.01%
79
+1
1643
$13.2K ﹤0.01%
1,116
+327
1644
$13.2K ﹤0.01%
374
-176
1645
$13.1K ﹤0.01%
660
+565
1646
$13K ﹤0.01%
45
1647
$13K ﹤0.01%
197
+57
1648
$13K ﹤0.01%
115
1649
$12.9K ﹤0.01%
799
+121
1650
$12.9K ﹤0.01%
748
+29
64 65
66
67 68