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
1951
$6.37K ﹤0.01%
86
1952
$6.37K ﹤0.01%
84
-1
1953
$6.36K ﹤0.01%
+106
1954
$6.36K ﹤0.01%
105
1955
$6.36K ﹤0.01%
542
-165
1956
$6.35K ﹤0.01%
57
1957
$6.32K ﹤0.01%
+46
1958
$6.3K ﹤0.01%
97
-1
1959
$6.29K ﹤0.01%
320
-134
1960
$6.29K ﹤0.01%
256
-3
1961
$6.28K ﹤0.01%
92
-3
1962
$6.28K ﹤0.01%
385
-20
1963
$6.27K ﹤0.01%
169
+21
1964
$6.24K ﹤0.01%
79
+32
1965
$6.22K ﹤0.01%
149
+9
1966
$6.22K ﹤0.01%
500
1967
$6.19K ﹤0.01%
599
-272
1968
$6.18K ﹤0.01%
910
+20
1969
$6.16K ﹤0.01%
92
1970
$6.15K ﹤0.01%
117
1971
$6.14K ﹤0.01%
1,424
-187
1972
$6.11K ﹤0.01%
61
1973
$6.11K ﹤0.01%
106
+100
1974
$6.08K ﹤0.01%
495
-73
1975
$6.08K ﹤0.01%
114
-97
77 78
79
80 81