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
2001
$64.2K ﹤0.01%
208
+68
2002
$64.1K ﹤0.01%
354
+66
2003
$64K ﹤0.01%
1,574
+598
2004
$63.8K ﹤0.01%
1,453
+228
2005
$63.5K ﹤0.01%
1,640
+17
2006
$63.4K ﹤0.01%
259
-200
2007
$63.4K ﹤0.01%
6,404
-2,675
2008
$63.3K ﹤0.01%
903
-15
2009
$63.2K ﹤0.01%
418
-9,079
2010
$63.1K ﹤0.01%
2,772
-80
2011
$62.8K ﹤0.01%
848
-2,045
2012
$62.7K ﹤0.01%
1,440
-1,642
2013
$62.7K ﹤0.01%
398
+101
2014
$62.7K ﹤0.01%
570
2015
$62.5K ﹤0.01%
197
-458
2016
$62.4K ﹤0.01%
3,682
+531
2017
$62.1K ﹤0.01%
1,539
+400
2018
$62.1K ﹤0.01%
2,792
+471
2019
$61.9K ﹤0.01%
1,465
+368
2020
$61.8K ﹤0.01%
+783
2021
$61.8K ﹤0.01%
987
-185
2022
$61.6K ﹤0.01%
1,100
2023
$61.6K ﹤0.01%
1,291
+185
2024
$61.6K ﹤0.01%
796
+604
2025
$61.3K ﹤0.01%
227
-352
79 80
81
82 83