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
2126
$50K ﹤0.01%
3,600
+2,850
2127
$49.9K ﹤0.01%
+509
2128
$49.9K ﹤0.01%
5,986
2129
$49.8K ﹤0.01%
261
-34
2130
$49.7K ﹤0.01%
2,241
-353
2131
$49.7K ﹤0.01%
+2,000
2132
$49.6K ﹤0.01%
4,496
-21,810
2133
$49.5K ﹤0.01%
450
2134
$49.4K ﹤0.01%
2,507
-356
2135
$49.4K ﹤0.01%
941
2136
$49.3K ﹤0.01%
428
+24
2137
$49.2K ﹤0.01%
2,637
-1,479
2138
$49.1K ﹤0.01%
6,805
+6,000
2139
$48.9K ﹤0.01%
852
+2
2140
$48.9K ﹤0.01%
599
-54
2141
$48.9K ﹤0.01%
485
+38
2142
$48.8K ﹤0.01%
754
-89
2143
$48.6K ﹤0.01%
522
+205
2144
$48.6K ﹤0.01%
539
-401
2145
$48.3K ﹤0.01%
8,838
+8,783
2146
$48K ﹤0.01%
8,902
+5,166
2147
$47.6K ﹤0.01%
1,831
+505
2148
$47.6K ﹤0.01%
117
-40
2149
$47.5K ﹤0.01%
+6,492
2150
$47.4K ﹤0.01%
1,100
-167