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
2176
$3.92K ﹤0.01%
300
+244
2177
$3.92K ﹤0.01%
77
+26
2178
$3.91K ﹤0.01%
+66
2179
$3.9K ﹤0.01%
37
2180
$3.87K ﹤0.01%
110
2181
$3.87K ﹤0.01%
105
2182
$3.86K ﹤0.01%
76
-34
2183
$3.86K ﹤0.01%
146
2184
$3.85K ﹤0.01%
113
+57
2185
$3.85K ﹤0.01%
112
+10
2186
$3.85K ﹤0.01%
141
2187
$3.84K ﹤0.01%
254
-87
2188
$3.82K ﹤0.01%
78
-2
2189
$3.81K ﹤0.01%
651
-49
2190
$3.81K ﹤0.01%
171
-61
2191
$3.81K ﹤0.01%
286
2192
$3.8K ﹤0.01%
298
-112
2193
$3.8K ﹤0.01%
83
-24
2194
$3.8K ﹤0.01%
180
-84
2195
$3.8K ﹤0.01%
490
-8
2196
$3.79K ﹤0.01%
41
-19
2197
$3.79K ﹤0.01%
40
+5
2198
$3.78K ﹤0.01%
106
-43
2199
$3.78K ﹤0.01%
28
2200
$3.78K ﹤0.01%
72
86 87
88
89 90