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
1676
$12.3K ﹤0.01%
229
+87
1677
$12.3K ﹤0.01%
244
-9
1678
$12.3K ﹤0.01%
811
+781
1679
$12.3K ﹤0.01%
274
-29
1680
$12.3K ﹤0.01%
924
-3
1681
$12.3K ﹤0.01%
147
+139
1682
$12.3K ﹤0.01%
+651
1683
$12.2K ﹤0.01%
508
-81
1684
$12.2K ﹤0.01%
437
1685
$12.1K ﹤0.01%
697
-67
1686
$12.1K ﹤0.01%
348
-19
1687
$12.1K ﹤0.01%
98
+9
1688
$12.1K ﹤0.01%
75
-2
1689
$12K ﹤0.01%
357
+1
1690
$12K ﹤0.01%
310
-1
1691
$12K ﹤0.01%
+134
1692
$11.9K ﹤0.01%
134
-49
1693
$11.8K ﹤0.01%
+1,000
1694
$11.8K ﹤0.01%
257
+87
1695
$11.7K ﹤0.01%
1,442
1696
$11.7K ﹤0.01%
357
+58
1697
$11.7K ﹤0.01%
196
+152
1698
$11.7K ﹤0.01%
+425
1699
$11.7K ﹤0.01%
295
1700
$11.6K ﹤0.01%
290
-16
66 67
68
69 70