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
1876
$7.5K ﹤0.01%
453
-27
1877
$7.49K ﹤0.01%
109
1878
$7.49K ﹤0.01%
1,037
+389
1879
$7.47K ﹤0.01%
200
+159
1880
$7.47K ﹤0.01%
982
+149
1881
$7.47K ﹤0.01%
475
-248
1882
$7.43K ﹤0.01%
+398
1883
$7.43K ﹤0.01%
253
+6
1884
$7.41K ﹤0.01%
80
+39
1885
$7.4K ﹤0.01%
52
-5
1886
$7.39K ﹤0.01%
150
-150
1887
$7.37K ﹤0.01%
130
-29
1888
$7.33K ﹤0.01%
180
+19
1889
$7.33K ﹤0.01%
170
-2
1890
$7.28K ﹤0.01%
102
+58
1891
$7.27K ﹤0.01%
121
+26
1892
$7.26K ﹤0.01%
367
-197
1893
$7.26K ﹤0.01%
500
1894
$7.25K ﹤0.01%
97
-3
1895
$7.25K ﹤0.01%
582
+331
1896
$7.24K ﹤0.01%
486
-101
1897
$7.21K ﹤0.01%
660
-4
1898
$7.2K ﹤0.01%
598
1899
$7.19K ﹤0.01%
+1,324
1900
$7.17K ﹤0.01%
135
-15
74 75
76
77 78