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
1776
$9.79K ﹤0.01%
194
1777
$9.79K ﹤0.01%
637
1778
$9.77K ﹤0.01%
206
+5
1779
$9.74K ﹤0.01%
294
+19
1780
$9.69K ﹤0.01%
140
+56
1781
$9.67K ﹤0.01%
144
1782
$9.67K ﹤0.01%
162
-18
1783
$9.62K ﹤0.01%
129
+9
1784
$9.62K ﹤0.01%
368
-16
1785
$9.57K ﹤0.01%
1,221
-477
1786
$9.53K ﹤0.01%
280
+56
1787
$9.5K ﹤0.01%
1,439
+50
1788
$9.49K ﹤0.01%
362
+1
1789
$9.47K ﹤0.01%
345
-159
1790
$9.46K ﹤0.01%
1,000
1791
$9.42K ﹤0.01%
837
+81
1792
$9.33K ﹤0.01%
134
1793
$9.32K ﹤0.01%
183
-10
1794
$9.29K ﹤0.01%
257
-5
1795
$9.28K ﹤0.01%
109
1796
$9.24K ﹤0.01%
436
-12
1797
$9.21K ﹤0.01%
155
1798
$9.2K ﹤0.01%
142
-9
1799
$9.19K ﹤0.01%
232
+7
1800
$9.11K ﹤0.01%
109
70 71
72
73 74