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
2076
$55.9K ﹤0.01%
1,862
+2
2077
$55.8K ﹤0.01%
5,826
2078
$55.7K ﹤0.01%
1,510
-314
2079
$55.7K ﹤0.01%
822
2080
$55.5K ﹤0.01%
792
+159
2081
$55.5K ﹤0.01%
641
-745
2082
$55.4K ﹤0.01%
532
+82
2083
$55.4K ﹤0.01%
1,330
-4
2084
$55.2K ﹤0.01%
1,431
+1,136
2085
$55.2K ﹤0.01%
852
-794
2086
$55.2K ﹤0.01%
+787
2087
$54.9K ﹤0.01%
1,924
+572
2088
$54.9K ﹤0.01%
2,732
+87
2089
$54.8K ﹤0.01%
576
-491
2090
$54.7K ﹤0.01%
656
-833
2091
$54.5K ﹤0.01%
+13,562
2092
$54.5K ﹤0.01%
15,893
2093
$54.1K ﹤0.01%
+2,272
2094
$54.1K ﹤0.01%
1,018
+275
2095
$54.1K ﹤0.01%
2,041
+1,737
2096
$54K ﹤0.01%
569
+44
2097
$53.8K ﹤0.01%
426
+165
2098
$53.7K ﹤0.01%
+1,157
2099
$53.7K ﹤0.01%
343
-21
2100
$53.6K ﹤0.01%
376
-694
82 83
84
85 86