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
1701
$11.6K ﹤0.01%
500
-4
1702
$11.6K ﹤0.01%
100
-1
1703
$11.5K ﹤0.01%
86
+22
1704
$11.4K ﹤0.01%
127
+51
1705
$11.4K ﹤0.01%
50
+6
1706
$11.4K ﹤0.01%
741
-228
1707
$11.4K ﹤0.01%
588
+444
1708
$11.4K ﹤0.01%
806
-153
1709
$11.4K ﹤0.01%
+243
1710
$11.3K ﹤0.01%
122
-140
1711
$11.3K ﹤0.01%
110
-31
1712
$11.3K ﹤0.01%
27
-604
1713
$11.2K ﹤0.01%
829
-101
1714
$11.2K ﹤0.01%
358
+318
1715
$11.1K ﹤0.01%
94
+1
1716
$11.1K ﹤0.01%
850
-21
1717
$11.1K ﹤0.01%
351
-11
1718
$11.1K ﹤0.01%
205
-78
1719
$11.1K ﹤0.01%
733
+502
1720
$11K ﹤0.01%
76
+8
1721
$11K ﹤0.01%
241
+21
1722
$11K ﹤0.01%
420
1723
$11K ﹤0.01%
238
1724
$11K ﹤0.01%
126
-22
1725
$11K ﹤0.01%
382
67 68
69
70 71