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
2101
$4.65K ﹤0.01%
+65
2102
$4.65K ﹤0.01%
645
+50
2103
$4.65K ﹤0.01%
395
-47
2104
$4.64K ﹤0.01%
230
-200
2105
$4.61K ﹤0.01%
166
-114
2106
$4.59K ﹤0.01%
115
2107
$4.59K ﹤0.01%
138
-32
2108
$4.59K ﹤0.01%
133
-15
2109
$4.59K ﹤0.01%
17
+2
2110
$4.56K ﹤0.01%
52
2111
$4.55K ﹤0.01%
97
-52
2112
$4.55K ﹤0.01%
325
-41
2113
$4.55K ﹤0.01%
35
+2
2114
$4.54K ﹤0.01%
971
+66
2115
$4.51K ﹤0.01%
153
-34
2116
$4.51K ﹤0.01%
128
2117
$4.51K ﹤0.01%
162
2118
$4.51K ﹤0.01%
229
-41
2119
$4.5K ﹤0.01%
74
2120
$4.49K ﹤0.01%
84
-60
2121
$4.48K ﹤0.01%
500
2122
$4.47K ﹤0.01%
67
2123
$4.46K ﹤0.01%
621
+80
2124
$4.45K ﹤0.01%
210
2125
$4.45K ﹤0.01%
219
83 84
85
86 87