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
1851
$7.98K ﹤0.01%
115
1852
$7.97K ﹤0.01%
66
-10
1853
$7.95K ﹤0.01%
78
+5
1854
$7.93K ﹤0.01%
105
-11
1855
$7.9K ﹤0.01%
566
+85
1856
$7.9K ﹤0.01%
96
-600
1857
$7.9K ﹤0.01%
153
+58
1858
$7.83K ﹤0.01%
411
-50
1859
$7.83K ﹤0.01%
+40
1860
$7.8K ﹤0.01%
430
-2
1861
$7.76K ﹤0.01%
34
-28
1862
$7.76K ﹤0.01%
213
-177
1863
$7.75K ﹤0.01%
123
1864
$7.73K ﹤0.01%
387
-134
1865
$7.71K ﹤0.01%
164
+3
1866
$7.71K ﹤0.01%
1,029
1867
$7.71K ﹤0.01%
624
-5
1868
$7.7K ﹤0.01%
50
1869
$7.7K ﹤0.01%
181
+72
1870
$7.66K ﹤0.01%
61
-1,545
1871
$7.61K ﹤0.01%
182
-6
1872
$7.6K ﹤0.01%
+157
1873
$7.54K ﹤0.01%
288
-37
1874
$7.54K ﹤0.01%
174
-35
1875
$7.53K ﹤0.01%
60
73 74
75
76 77