FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
+$95M
2
+$59.4M
3
+$29.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$22.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.8M

Top Sells

1
+$17.9M
2
+$17.3M
3
+$13.9M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$12.9M
5
MBB icon
iShares MBS ETF
MBB
+$6.69M

Sector Composition

1 Technology 10.7%
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
BXMX icon
2126
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
$50K ﹤0.01%
3,600
+2,850
MMYT icon
2127
MakeMyTrip
MMYT
$8.22B
$49.9K ﹤0.01%
+509
SFL icon
2128
SFL Corp
SFL
$1.03B
$49.9K ﹤0.01%
5,986
SAM icon
2129
Boston Beer
SAM
$2.14B
$49.8K ﹤0.01%
261
-34
AHLT icon
2130
American Beacon AHL Trend ETF
AHLT
$51.3M
$49.7K ﹤0.01%
2,241
-353
KAUG
2131
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$133M
$49.7K ﹤0.01%
+2,000
CLSK icon
2132
CleanSpark
CLSK
$3.07B
$49.6K ﹤0.01%
4,496
-21,810
SMOG icon
2133
VanEck Low Carbon Energy ETF
SMOG
$131M
$49.5K ﹤0.01%
450
BITQ icon
2134
Bitwise Crypto Industry Innovators ETF
BITQ
$380M
$49.4K ﹤0.01%
2,507
-356
RUSHB icon
2135
Rush Enterprises Class B
RUSHB
$4.51B
$49.4K ﹤0.01%
941
FTAI icon
2136
FTAI Aviation
FTAI
$17.3B
$49.3K ﹤0.01%
428
+24
TNDM icon
2137
Tandem Diabetes Care
TNDM
$1.5B
$49.2K ﹤0.01%
2,637
-1,479
SBSW icon
2138
Sibanye-Stillwater
SBSW
$10.1B
$49.1K ﹤0.01%
6,805
+6,000
EWT icon
2139
iShares MSCI Taiwan ETF
EWT
$6.68B
$48.9K ﹤0.01%
852
+2
KNF icon
2140
Knife River
KNF
$4.16B
$48.9K ﹤0.01%
599
-54
INSM icon
2141
Insmed
INSM
$37.3B
$48.9K ﹤0.01%
485
+38
UPST icon
2142
Upstart Holdings
UPST
$4.63B
$48.8K ﹤0.01%
754
-89
ITB icon
2143
iShares US Home Construction ETF
ITB
$2.57B
$48.6K ﹤0.01%
522
+205
LOGI icon
2144
Logitech
LOGI
$15.3B
$48.6K ﹤0.01%
539
-401
TRVI icon
2145
Trevi Therapeutics
TRVI
$1.67B
$48.3K ﹤0.01%
8,838
+8,783
JQC icon
2146
Nuveen Credit Strategies Income Fund
JQC
$741M
$48K ﹤0.01%
8,902
+5,166
GDV icon
2147
Gabelli Dividend & Income Trust
GDV
$2.45B
$47.6K ﹤0.01%
1,831
+505
MUSA icon
2148
Murphy USA
MUSA
$7.59B
$47.6K ﹤0.01%
117
-40
GOGL
2149
DELISTED
Golden Ocean Group
GOGL
$47.5K ﹤0.01%
+6,492
PXI icon
2150
Invesco Dorsey Wright Energy Momentum ETF
PXI
$41.9M
$47.4K ﹤0.01%
1,100
-167
84 85
86
87 88