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
201
$4.67M 0.09%
48,062
+10,052
202
$4.65M 0.09%
51,063
+84
203
$4.63M 0.09%
50,982
+10,241
204
$4.62M 0.09%
41,710
+4,223
205
$4.57M 0.09%
65,770
+8,286
206
$4.56M 0.09%
98,467
+1,386
207
$4.52M 0.09%
153,604
-16,457
208
$4.52M 0.09%
12,659
+2,483
209
$4.46M 0.09%
92,530
+60,220
210
$4.41M 0.09%
63,888
-8,571
211
$4.36M 0.09%
14,934
-162
212
$4.34M 0.09%
11,227
+1,670
213
$4.33M 0.09%
62,978
-8,980
214
$4.3M 0.09%
97,012
-1,325
215
$4.24M 0.08%
145,089
-197
216
$4.24M 0.08%
86,396
-27,572
217
$4.18M 0.08%
47,972
+38,197
218
$4.14M 0.08%
45,173
+1,463
219
$4.08M 0.08%
53,623
+2,089
220
$4.08M 0.08%
21,167
-1,604
221
$4.03M 0.08%
43,859
+3,268
222
$3.93M 0.08%
53,076
+5,128
223
$3.9M 0.08%
41,792
+9,442
224
$3.89M 0.08%
76,753
+34,370
225
$3.87M 0.08%
13,877
+1,076
7 8
9
10 11