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
1626
$128K ﹤0.01%
2,578
-8,942
1627
$128K ﹤0.01%
6,544
+3,690
1628
$128K ﹤0.01%
2,837
-94
1629
$128K ﹤0.01%
7,660
+5,343
1630
$127K ﹤0.01%
1,835
+438
1631
$127K ﹤0.01%
2,249
-330
1632
$127K ﹤0.01%
2,478
+24
1633
$127K ﹤0.01%
+2,472
1634
$127K ﹤0.01%
4,414
-14
1635
$127K ﹤0.01%
2,378
+450
1636
$126K ﹤0.01%
14,148
+3,093
1637
$126K ﹤0.01%
1,459
+143
1638
$126K ﹤0.01%
5,941
-1,177
1639
$126K ﹤0.01%
2,524
+1,764
1640
$125K ﹤0.01%
2,940
1641
$125K ﹤0.01%
863
+3
1642
$125K ﹤0.01%
+140,845
1643
$125K ﹤0.01%
1,034
-1,154
1644
$125K ﹤0.01%
693
+504
1645
$125K ﹤0.01%
2,399
-3,157
1646
$125K ﹤0.01%
10,623
1647
$125K ﹤0.01%
755
+265
1648
$124K ﹤0.01%
396
-12
1649
$124K ﹤0.01%
993
+105
1650
$123K ﹤0.01%
379
+138
64 65
66
67 68