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
1801
$9.05K ﹤0.01%
341
-127
1802
$9.04K ﹤0.01%
39
1803
$9.02K ﹤0.01%
442
1804
$9.02K ﹤0.01%
183
-10
1805
$8.99K ﹤0.01%
194
1806
$8.99K ﹤0.01%
160
1807
$8.96K ﹤0.01%
276
+116
1808
$8.95K ﹤0.01%
120
1809
$8.92K ﹤0.01%
51
1810
$8.88K ﹤0.01%
5,015
+4,973
1811
$8.87K ﹤0.01%
1,553
-144
1812
$8.83K ﹤0.01%
278
+10
1813
$8.81K ﹤0.01%
172
+10
1814
$8.78K ﹤0.01%
352
-24
1815
$8.77K ﹤0.01%
495
-10
1816
$8.73K ﹤0.01%
68
+3
1817
$8.7K ﹤0.01%
250
+60
1818
$8.62K ﹤0.01%
294
+48
1819
$8.6K ﹤0.01%
44
-58
1820
$8.53K ﹤0.01%
57
1821
$8.52K ﹤0.01%
143
1822
$8.51K ﹤0.01%
264
-15
1823
$8.49K ﹤0.01%
762
-50
1824
$8.48K ﹤0.01%
288
1825
$8.46K ﹤0.01%
400
+308
71 72
73
74 75