FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
176
$1.63M 0.1%
+42,092
177
$1.62M 0.1%
17,769
+4,649
178
$1.62M 0.1%
+71,538
179
$1.6M 0.1%
11,312
+683
180
$1.6M 0.1%
50,778
-5,639
181
$1.59M 0.1%
62,519
-41,185
182
$1.59M 0.1%
35,763
+704
183
$1.56M 0.09%
+57,781
184
$1.55M 0.09%
16,481
+1,481
185
$1.52M 0.09%
29,866
-11,757
186
$1.52M 0.09%
7,070
-126
187
$1.5M 0.09%
14,976
+2,539
188
$1.49M 0.09%
6,593
+1,971
189
$1.49M 0.09%
22,761
+435
190
$1.46M 0.09%
16,159
+2,673
191
$1.46M 0.09%
90,896
+212
192
$1.46M 0.09%
34,692
-29,719
193
$1.46M 0.09%
16,382
+8,079
194
$1.45M 0.09%
3,406
-1,186
195
$1.44M 0.09%
9,754
+3,089
196
$1.43M 0.09%
13,419
+2,767
197
$1.43M 0.09%
25,126
198
$1.41M 0.09%
4,918
+97
199
$1.41M 0.09%
29,028
+2,073
200
$1.39M 0.08%
26,865
-5,520
6 7
8
9 10