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
2051
$58.5K ﹤0.01%
1,807
2052
$58.5K ﹤0.01%
912
-60
2053
$58.5K ﹤0.01%
4,975
+2,421
2054
$58.3K ﹤0.01%
2,814
-11
2055
$58.2K ﹤0.01%
1,162
+435
2056
$58.1K ﹤0.01%
509
2057
$58.1K ﹤0.01%
2,369
+1,369
2058
$58.1K ﹤0.01%
1,297
+1,043
2059
$57.8K ﹤0.01%
16,702
+16,509
2060
$57.6K ﹤0.01%
1,336
-62
2061
$57.5K ﹤0.01%
316
+100
2062
$57.5K ﹤0.01%
+709
2063
$56.9K ﹤0.01%
2,237
-241
2064
$56.8K ﹤0.01%
1,282
+249
2065
$56.8K ﹤0.01%
+1,747
2066
$56.7K ﹤0.01%
1,313
2067
$56.6K ﹤0.01%
348
-2
2068
$56.5K ﹤0.01%
2,609
+522
2069
$56.5K ﹤0.01%
447
+7
2070
$56.2K ﹤0.01%
878
-326
2071
$56.1K ﹤0.01%
884
+331
2072
$56.1K ﹤0.01%
1,169
-75
2073
$56.1K ﹤0.01%
4,918
+4,154
2074
$56K ﹤0.01%
651
-47
2075
$56K ﹤0.01%
1,498