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
2026
$5.51K ﹤0.01%
258
2027
$5.5K ﹤0.01%
545
2028
$5.48K ﹤0.01%
56
2029
$5.48K ﹤0.01%
466
+5
2030
$5.47K ﹤0.01%
+112
2031
$5.46K ﹤0.01%
122
2032
$5.46K ﹤0.01%
84
2033
$5.46K ﹤0.01%
107
+27
2034
$5.42K ﹤0.01%
271
+51
2035
$5.41K ﹤0.01%
807
2036
$5.4K ﹤0.01%
431
-11
2037
$5.36K ﹤0.01%
178
-18
2038
$5.34K ﹤0.01%
101
+11
2039
$5.32K ﹤0.01%
83
+32
2040
$5.3K ﹤0.01%
63
+5
2041
$5.3K ﹤0.01%
270
2042
$5.26K ﹤0.01%
58
+49
2043
$5.25K ﹤0.01%
88
+1
2044
$5.23K ﹤0.01%
152
+38
2045
$5.22K ﹤0.01%
408
-141
2046
$5.21K ﹤0.01%
172
-2
2047
$5.2K ﹤0.01%
121
-1
2048
$5.2K ﹤0.01%
63
-7
2049
$5.18K ﹤0.01%
668
+596
2050
$5.18K ﹤0.01%
95
80 81
82
83 84