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
2151
$4.18K ﹤0.01%
73
2152
$4.18K ﹤0.01%
39
2153
$4.16K ﹤0.01%
750
-250
2154
$4.12K ﹤0.01%
+108
2155
$4.12K ﹤0.01%
143
2156
$4.11K ﹤0.01%
20
-44
2157
$4.11K ﹤0.01%
112
2158
$4.1K ﹤0.01%
171
2159
$4.09K ﹤0.01%
151
-3
2160
$4.08K ﹤0.01%
45
+8
2161
$4.06K ﹤0.01%
48
2162
$4.06K ﹤0.01%
141
2163
$4.05K ﹤0.01%
725
+718
2164
$4.04K ﹤0.01%
220
-36
2165
$4.04K ﹤0.01%
82
2166
$4.03K ﹤0.01%
112
2167
$4.01K ﹤0.01%
89
+61
2168
$4.01K ﹤0.01%
29
2169
$4.01K ﹤0.01%
38
+7
2170
$4K ﹤0.01%
103
2171
$3.99K ﹤0.01%
858
+701
2172
$3.98K ﹤0.01%
175
-5
2173
$3.98K ﹤0.01%
95
2174
$3.96K ﹤0.01%
94
+60
2175
$3.93K ﹤0.01%
1,462
-572
85 86
87
88 89