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
2001
$5.79K ﹤0.01%
34
2002
$5.79K ﹤0.01%
251
-125
2003
$5.75K ﹤0.01%
152
+4
2004
$5.74K ﹤0.01%
231
-29
2005
$5.73K ﹤0.01%
94
-88
2006
$5.73K ﹤0.01%
30
+9
2007
$5.69K ﹤0.01%
65
-4
2008
$5.67K ﹤0.01%
100
2009
$5.67K ﹤0.01%
77
-5
2010
$5.66K ﹤0.01%
137
-116
2011
$5.65K ﹤0.01%
144
2012
$5.64K ﹤0.01%
147
-33
2013
$5.64K ﹤0.01%
263
-196
2014
$5.64K ﹤0.01%
86
+12
2015
$5.62K ﹤0.01%
258
-66
2016
$5.62K ﹤0.01%
+307
2017
$5.62K ﹤0.01%
519
2018
$5.58K ﹤0.01%
49
2019
$5.57K ﹤0.01%
260
+226
2020
$5.56K ﹤0.01%
65
2021
$5.54K ﹤0.01%
445
-37
2022
$5.53K ﹤0.01%
33
+16
2023
$5.53K ﹤0.01%
25
+23
2024
$5.52K ﹤0.01%
324
-31
2025
$5.52K ﹤0.01%
481
+396
79 80
81
82 83