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
2201
$3.77K ﹤0.01%
163
-23
2202
$3.77K ﹤0.01%
48
2203
$3.76K ﹤0.01%
272
2204
$3.76K ﹤0.01%
78
-60
2205
$3.76K ﹤0.01%
191
-47
2206
$3.76K ﹤0.01%
440
2207
$3.76K ﹤0.01%
235
2208
$3.74K ﹤0.01%
47
+5
2209
$3.73K ﹤0.01%
47
-6
2210
$3.71K ﹤0.01%
121
+23
2211
$3.7K ﹤0.01%
21
+4
2212
$3.7K ﹤0.01%
40
2213
$3.69K ﹤0.01%
20
-1
2214
$3.68K ﹤0.01%
43
2215
$3.67K ﹤0.01%
156
-519
2216
$3.67K ﹤0.01%
100
2217
$3.66K ﹤0.01%
88
2218
$3.66K ﹤0.01%
115
-327
2219
$3.66K ﹤0.01%
128
2220
$3.66K ﹤0.01%
22
2221
$3.66K ﹤0.01%
236
-158
2222
$3.66K ﹤0.01%
69
2223
$3.65K ﹤0.01%
327
+307
2224
$3.65K ﹤0.01%
+78
2225
$3.63K ﹤0.01%
143
87 88
89
90 91