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
1651
$12.9K ﹤0.01%
780
1652
$12.9K ﹤0.01%
+250
1653
$12.8K ﹤0.01%
819
-34
1654
$12.8K ﹤0.01%
323
-53
1655
$12.8K ﹤0.01%
150
-670
1656
$12.7K ﹤0.01%
197
+1
1657
$12.7K ﹤0.01%
282
-343
1658
$12.7K ﹤0.01%
241
1659
$12.7K ﹤0.01%
395
+16
1660
$12.6K ﹤0.01%
195
+16
1661
$12.6K ﹤0.01%
1,157
1662
$12.6K ﹤0.01%
96
+70
1663
$12.6K ﹤0.01%
200
-3,348
1664
$12.6K ﹤0.01%
278
-7
1665
$12.6K ﹤0.01%
135
+19
1666
$12.5K ﹤0.01%
1,248
1667
$12.5K ﹤0.01%
484
1668
$12.5K ﹤0.01%
203
+52
1669
$12.5K ﹤0.01%
1,313
+973
1670
$12.5K ﹤0.01%
76
1671
$12.5K ﹤0.01%
70
+44
1672
$12.5K ﹤0.01%
662
1673
$12.4K ﹤0.01%
471
1674
$12.4K ﹤0.01%
103
1675
$12.4K ﹤0.01%
145
65 66
67
68 69