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
2126
$4.45K ﹤0.01%
95
+5
2127
$4.43K ﹤0.01%
+7
2128
$4.43K ﹤0.01%
70
+13
2129
$4.42K ﹤0.01%
547
-49
2130
$4.41K ﹤0.01%
53
2131
$4.41K ﹤0.01%
126
-10
2132
$4.4K ﹤0.01%
109
+20
2133
$4.4K ﹤0.01%
43
2134
$4.38K ﹤0.01%
381
-11,232
2135
$4.38K ﹤0.01%
38
2136
$4.36K ﹤0.01%
176
-2
2137
$4.34K ﹤0.01%
25
2138
$4.3K ﹤0.01%
483
-12
2139
$4.28K ﹤0.01%
+191
2140
$4.27K ﹤0.01%
38
+18
2141
$4.26K ﹤0.01%
98
2142
$4.25K ﹤0.01%
564
2143
$4.24K ﹤0.01%
113
2144
$4.23K ﹤0.01%
17
2145
$4.22K ﹤0.01%
66
+52
2146
$4.22K ﹤0.01%
360
+77
2147
$4.2K ﹤0.01%
130
2148
$4.2K ﹤0.01%
177
+157
2149
$4.19K ﹤0.01%
82
-24
2150
$4.19K ﹤0.01%
65
+13
84 85
86
87 88