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
1751
$10.4K ﹤0.01%
162
-5
1752
$10.4K ﹤0.01%
618
+9
1753
$10.4K ﹤0.01%
141
+125
1754
$10.3K ﹤0.01%
+300
1755
$10.3K ﹤0.01%
184
1756
$10.3K ﹤0.01%
619
+10
1757
$10.3K ﹤0.01%
581
+11
1758
$10.3K ﹤0.01%
1,001
+78
1759
$10.2K ﹤0.01%
158
+81
1760
$10.2K ﹤0.01%
737
+700
1761
$10.2K ﹤0.01%
800
1762
$10.2K ﹤0.01%
121
+101
1763
$10.1K ﹤0.01%
53
1764
$10K ﹤0.01%
241
1765
$10K ﹤0.01%
139
-2
1766
$10K ﹤0.01%
172
+4
1767
$9.97K ﹤0.01%
160
1768
$9.95K ﹤0.01%
83
+2
1769
$9.95K ﹤0.01%
70
1770
$9.94K ﹤0.01%
530
+130
1771
$9.93K ﹤0.01%
730
+151
1772
$9.88K ﹤0.01%
344
-42
1773
$9.88K ﹤0.01%
458
1774
$9.86K ﹤0.01%
118
+61
1775
$9.83K ﹤0.01%
583
-5
69 70
71
72 73