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
1726
$11K ﹤0.01%
+97
1727
$10.9K ﹤0.01%
17
-1
1728
$10.8K ﹤0.01%
2,535
+133
1729
$10.8K ﹤0.01%
135
+15
1730
$10.8K ﹤0.01%
68
1731
$10.8K ﹤0.01%
389
1732
$10.8K ﹤0.01%
162
+20
1733
$10.8K ﹤0.01%
68
1734
$10.8K ﹤0.01%
360
+79
1735
$10.8K ﹤0.01%
722
-61
1736
$10.8K ﹤0.01%
555
-6
1737
$10.7K ﹤0.01%
175
+10
1738
$10.7K ﹤0.01%
148
1739
$10.7K ﹤0.01%
616
1740
$10.7K ﹤0.01%
109
-3
1741
$10.6K ﹤0.01%
1,213
+55
1742
$10.6K ﹤0.01%
410
+8
1743
$10.6K ﹤0.01%
69
-25
1744
$10.5K ﹤0.01%
580
1745
$10.5K ﹤0.01%
202
-1
1746
$10.5K ﹤0.01%
100
1747
$10.5K ﹤0.01%
119
1748
$10.5K ﹤0.01%
+195
1749
$10.4K ﹤0.01%
565
+64
1750
$10.4K ﹤0.01%
136
+89
68 69
70
71 72