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
1826
$8.44K ﹤0.01%
1,031
1827
$8.44K ﹤0.01%
517
+15
1828
$8.44K ﹤0.01%
36
-1
1829
$8.43K ﹤0.01%
234
-674
1830
$8.43K ﹤0.01%
1,307
-88
1831
$8.42K ﹤0.01%
315
1832
$8.41K ﹤0.01%
377
+59
1833
$8.4K ﹤0.01%
89
-1
1834
$8.4K ﹤0.01%
1,811
-5,207
1835
$8.4K ﹤0.01%
71
1836
$8.37K ﹤0.01%
368
-234
1837
$8.35K ﹤0.01%
295
-4
1838
$8.34K ﹤0.01%
351
-700
1839
$8.31K ﹤0.01%
319
-305
1840
$8.3K ﹤0.01%
206
-16
1841
$8.26K ﹤0.01%
38
+1
1842
$8.25K ﹤0.01%
350
-71
1843
$8.2K ﹤0.01%
704
+678
1844
$8.18K ﹤0.01%
505
+378
1845
$8.13K ﹤0.01%
107
-12
1846
$8.11K ﹤0.01%
115
+65
1847
$8.05K ﹤0.01%
183
-70
1848
$8.04K ﹤0.01%
102
-7
1849
$8.04K ﹤0.01%
547
-11
1850
$8.02K ﹤0.01%
323
-930
72 73
74
75 76