FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.99B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1 +$87.9M
2 +$55.8M
3 +$28.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$21.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$21.3M

Top Sells

1 +$17.1M
2 +$16.1M
3 +$13.1M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$11.9M
5
MBB icon
iShares MBS ETF
MBB
+$6.6M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.41%
3 Financials 4.2%
4 Healthcare 2.71%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$72.6K ﹤0.01%
760
+160
1927
$72.6K ﹤0.01%
2,437
-44
1928
$72.5K ﹤0.01%
638
+5
1929
$72.5K ﹤0.01%
946
+2
1930
$72.4K ﹤0.01%
6,106
+5,875
1931
$72.2K ﹤0.01%
1,535
+1,411
1932
$72.2K ﹤0.01%
6,000
1933
$72.2K ﹤0.01%
401
+7
1934
$71.9K ﹤0.01%
14,202
+6,470
1935
$71.7K ﹤0.01%
+2,909
1936
$71.6K ﹤0.01%
11,257
+29
1937
$71.6K ﹤0.01%
1,316
+350
1938
$71.5K ﹤0.01%
3,600
1939
$71.5K ﹤0.01%
1,188
-32
1940
$71.3K ﹤0.01%
3,026
+1,426
1941
$71.1K ﹤0.01%
3,011
-62
1942
$71K ﹤0.01%
2,038
+2,000
1943
$70.9K ﹤0.01%
2,000
1944
$70.8K ﹤0.01%
732
-64
1945
$70.7K ﹤0.01%
1,722
+1,054
1946
$70.6K ﹤0.01%
3,869
+1,700
1947
$70.5K ﹤0.01%
1,075
+583
1948
$70.5K ﹤0.01%
300
+50
1949
$70.3K ﹤0.01%
275
-93
1950
$70.3K ﹤0.01%
1,543
+22