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
1976
$6.08K ﹤0.01%
581
1977
$6.08K ﹤0.01%
212
+29
1978
$6.06K ﹤0.01%
137
1979
$6.05K ﹤0.01%
133
1980
$6.04K ﹤0.01%
89
-1
1981
$6.04K ﹤0.01%
1,051
+466
1982
$6.03K ﹤0.01%
265
+4
1983
$6.03K ﹤0.01%
18
+6
1984
$6.03K ﹤0.01%
45
+2
1985
$6.01K ﹤0.01%
57
1986
$6K ﹤0.01%
1,367
+1,107
1987
$5.99K ﹤0.01%
36
+5
1988
$5.94K ﹤0.01%
93
-6
1989
$5.94K ﹤0.01%
186
-17
1990
$5.93K ﹤0.01%
104
-2
1991
$5.92K ﹤0.01%
72
-6
1992
$5.91K ﹤0.01%
150
-13
1993
$5.89K ﹤0.01%
67
+6
1994
$5.88K ﹤0.01%
16
+2
1995
$5.85K ﹤0.01%
207
+5
1996
$5.84K ﹤0.01%
1,346
-47
1997
$5.83K ﹤0.01%
104
1998
$5.83K ﹤0.01%
1,168
-246
1999
$5.8K ﹤0.01%
118
2000
$5.79K ﹤0.01%
47
-5
78 79
80
81 82