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
2051
$5.18K ﹤0.01%
85
2052
$5.17K ﹤0.01%
169
+11
2053
$5.17K ﹤0.01%
78
+5
2054
$5.17K ﹤0.01%
833
-104
2055
$5.16K ﹤0.01%
143
2056
$5.16K ﹤0.01%
518
+11
2057
$5.14K ﹤0.01%
43
2058
$5.14K ﹤0.01%
205
+15
2059
$5.09K ﹤0.01%
71
-1
2060
$5.09K ﹤0.01%
69
-6
2061
$5.06K ﹤0.01%
1,180
+1,128
2062
$5.06K ﹤0.01%
178
+1
2063
$5.06K ﹤0.01%
272
-2
2064
$5.05K ﹤0.01%
90
-18
2065
$5.04K ﹤0.01%
387
2066
$5.03K ﹤0.01%
75
2067
$5.02K ﹤0.01%
117
+10
2068
$5.02K ﹤0.01%
307
2069
$5.02K ﹤0.01%
89
2070
$5.01K ﹤0.01%
285
+5
2071
$4.99K ﹤0.01%
366
-52
2072
$4.97K ﹤0.01%
41
-3
2073
$4.95K ﹤0.01%
97
2074
$4.94K ﹤0.01%
110
-11
2075
$4.88K ﹤0.01%
444
81 82
83
84 85