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
1926
$6.85K ﹤0.01%
153
+2
1927
$6.85K ﹤0.01%
43
-2
1928
$6.75K ﹤0.01%
1,065
1929
$6.74K ﹤0.01%
58
-5
1930
$6.74K ﹤0.01%
22
1931
$6.74K ﹤0.01%
25
1932
$6.72K ﹤0.01%
487
-36
1933
$6.66K ﹤0.01%
55
-43
1934
$6.64K ﹤0.01%
170
1935
$6.64K ﹤0.01%
94
-6
1936
$6.63K ﹤0.01%
259
+3
1937
$6.62K ﹤0.01%
26
+13
1938
$6.61K ﹤0.01%
112
+5
1939
$6.61K ﹤0.01%
60
-1
1940
$6.59K ﹤0.01%
123
-116
1941
$6.55K ﹤0.01%
90
1942
$6.54K ﹤0.01%
65
-1
1943
$6.53K ﹤0.01%
921
-7
1944
$6.52K ﹤0.01%
156
1945
$6.51K ﹤0.01%
233
-38
1946
$6.5K ﹤0.01%
111
+5
1947
$6.49K ﹤0.01%
412
+9
1948
$6.48K ﹤0.01%
+324
1949
$6.48K ﹤0.01%
483
-139
1950
$6.46K ﹤0.01%
155
+1
76 77
78
79 80