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
1651
$123K ﹤0.01%
5,810
-1,414
1652
$123K ﹤0.01%
976
-3,477
1653
$123K ﹤0.01%
1,177
+299
1654
$122K ﹤0.01%
3,548
+689
1655
$122K ﹤0.01%
1,623
+3
1656
$122K ﹤0.01%
5,140
+1,503
1657
$122K ﹤0.01%
4,149
-416
1658
$121K ﹤0.01%
1,135
+837
1659
$121K ﹤0.01%
+2,428
1660
$121K ﹤0.01%
+1,500
1661
$120K ﹤0.01%
831
1662
$120K ﹤0.01%
7,643
+6,885
1663
$120K ﹤0.01%
756
+1
1664
$120K ﹤0.01%
955
-172
1665
$120K ﹤0.01%
2,280
-9,747
1666
$120K ﹤0.01%
1,350
1667
$120K ﹤0.01%
2,250
+2,200
1668
$119K ﹤0.01%
5,853
+1,462
1669
$119K ﹤0.01%
1,044
-39
1670
$119K ﹤0.01%
571
-50
1671
$119K ﹤0.01%
1,893
+662
1672
$118K ﹤0.01%
1,049
+176
1673
$117K ﹤0.01%
1,461
+251
1674
$117K ﹤0.01%
5,975
+5,969
1675
$117K ﹤0.01%
8,110
+6,094