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
1901
$7.15K ﹤0.01%
2,783
-134
1902
$7.13K ﹤0.01%
535
-581
1903
$7.11K ﹤0.01%
183
1904
$7.11K ﹤0.01%
72
+5
1905
$7.1K ﹤0.01%
258
+26
1906
$7.08K ﹤0.01%
91
+5
1907
$7.05K ﹤0.01%
2,500
1908
$7.04K ﹤0.01%
82
1909
$7.03K ﹤0.01%
210
1910
$7.01K ﹤0.01%
235
+140
1911
$7K ﹤0.01%
164
1912
$7K ﹤0.01%
217
-6
1913
$6.98K ﹤0.01%
289
-11
1914
$6.98K ﹤0.01%
+148
1915
$6.98K ﹤0.01%
260
+30
1916
$6.96K ﹤0.01%
323
+14
1917
$6.96K ﹤0.01%
130
1918
$6.96K ﹤0.01%
602
+20
1919
$6.94K ﹤0.01%
301
-22
1920
$6.91K ﹤0.01%
386
+4
1921
$6.91K ﹤0.01%
122
-16
1922
$6.89K ﹤0.01%
152
-9
1923
$6.88K ﹤0.01%
45
+2
1924
$6.88K ﹤0.01%
253
+4
1925
$6.87K ﹤0.01%
50
75 76
77
78 79