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
$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
201
$1.37M 0.08%
4,856
+399
202
$1.36M 0.08%
42,759
+9,236
203
$1.35M 0.08%
15,045
+467
204
$1.35M 0.08%
10,543
+5,769
205
$1.34M 0.08%
26,531
+166
206
$1.34M 0.08%
55,978
+67
207
$1.31M 0.08%
11,203
+268
208
$1.29M 0.08%
31,538
-14,601
209
$1.29M 0.08%
83,408
-1
210
$1.29M 0.08%
2,234
+509
211
$1.29M 0.08%
34,306
+7,045
212
$1.29M 0.08%
39,073
+2,997
213
$1.28M 0.08%
50,697
-19,503
214
$1.27M 0.08%
29,788
+5,649
215
$1.27M 0.08%
2
-1
216
$1.26M 0.08%
51,698
+8,122
217
$1.26M 0.08%
8,313
+1,336
218
$1.26M 0.08%
19,851
-48
219
$1.25M 0.08%
17,149
-7,980
220
$1.24M 0.08%
8,864
+4,280
221
$1.23M 0.08%
24,790
+23,556
222
$1.22M 0.07%
59,922
-12,729
223
$1.21M 0.07%
6,815
+1,189
224
$1.21M 0.07%
68,919
+16,181
225
$1.2M 0.07%
27,033
+4,082
7 8
9
10 11