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
2026
$61.3K ﹤0.01%
2,015
+153
2027
$61.3K ﹤0.01%
1,052
+877
2028
$61K ﹤0.01%
+2,300
2029
$61K ﹤0.01%
1,412
-1,270
2030
$60.9K ﹤0.01%
564
-94
2031
$60.7K ﹤0.01%
437
+399
2032
$60.4K ﹤0.01%
+5,712
2033
$60.4K ﹤0.01%
12,769
+175
2034
$60.4K ﹤0.01%
1,767
-1,942
2035
$60.3K ﹤0.01%
1,005
+825
2036
$60.2K ﹤0.01%
343
+34
2037
$60.2K ﹤0.01%
5,622
-1,547
2038
$59.9K ﹤0.01%
+12,500
2039
$59.9K ﹤0.01%
1,441
+1,393
2040
$59.9K ﹤0.01%
6,382
2041
$59.8K ﹤0.01%
1,491
-36
2042
$59.8K ﹤0.01%
+2,000
2043
$59.7K ﹤0.01%
393
-3
2044
$59.4K ﹤0.01%
2,546
-4,379
2045
$59.3K ﹤0.01%
1,529
+1,500
2046
$59.3K ﹤0.01%
913
+807
2047
$59.1K ﹤0.01%
1,150
+177
2048
$58.7K ﹤0.01%
310
+92
2049
$58.5K ﹤0.01%
312
+58
2050
$58.5K ﹤0.01%
1,811
+910
80 81
82
83 84