FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
151
$1.9M 0.12%
12,350
-25
152
$1.88M 0.11%
18,011
+1,730
153
$1.88M 0.11%
9,033
+1,731
154
$1.88M 0.11%
3,393
-1,151
155
$1.88M 0.11%
51,681
+2,111
156
$1.85M 0.11%
50,604
+38
157
$1.85M 0.11%
36,329
-4,162
158
$1.82M 0.11%
2,845
-738
159
$1.81M 0.11%
45,023
+26,534
160
$1.81M 0.11%
24,118
-1,991
161
$1.8M 0.11%
34,757
+1,824
162
$1.78M 0.11%
15,918
+2,974
163
$1.78M 0.11%
24,263
+5,208
164
$1.77M 0.11%
22,188
-6,580
165
$1.76M 0.11%
9,295
-958
166
$1.76M 0.11%
14,639
+1,475
167
$1.75M 0.11%
11,861
+1,176
168
$1.75M 0.11%
6,420
-81
169
$1.73M 0.11%
39,908
+14,538
170
$1.72M 0.1%
4,854
-1,832
171
$1.7M 0.1%
2,059
-696
172
$1.69M 0.1%
3,740
+821
173
$1.68M 0.1%
56,513
+646
174
$1.65M 0.1%
39,004
+4,152
175
$1.64M 0.1%
26,680
+1,210
5 6
7
8 9