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
2076
$4.88K ﹤0.01%
246
-54
2077
$4.88K ﹤0.01%
200
2078
$4.87K ﹤0.01%
99
+5
2079
$4.86K ﹤0.01%
144
+24
2080
$4.85K ﹤0.01%
252
+178
2081
$4.84K ﹤0.01%
425
2082
$4.82K ﹤0.01%
42
-32
2083
$4.82K ﹤0.01%
23
+3
2084
$4.81K ﹤0.01%
169
+98
2085
$4.79K ﹤0.01%
251
-36
2086
$4.78K ﹤0.01%
442
+420
2087
$4.77K ﹤0.01%
89
-11
2088
$4.77K ﹤0.01%
15
2089
$4.77K ﹤0.01%
79
-15
2090
$4.75K ﹤0.01%
10
2091
$4.75K ﹤0.01%
771
-145
2092
$4.74K ﹤0.01%
808
-167
2093
$4.74K ﹤0.01%
333
2094
$4.72K ﹤0.01%
75
2095
$4.72K ﹤0.01%
45
2096
$4.69K ﹤0.01%
91
2097
$4.69K ﹤0.01%
231
2098
$4.69K ﹤0.01%
105
-24
2099
$4.67K ﹤0.01%
281
2100
$4.65K ﹤0.01%
456
+26
82 83
84
85 86