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
2226
$3.62K ﹤0.01%
42
+31
2227
$3.6K ﹤0.01%
790
-166
2228
$3.6K ﹤0.01%
440
2229
$3.59K ﹤0.01%
109
+27
2230
$3.59K ﹤0.01%
200
2231
$3.56K ﹤0.01%
225
-7
2232
$3.56K ﹤0.01%
51
+10
2233
$3.56K ﹤0.01%
120
-189
2234
$3.55K ﹤0.01%
104
2235
$3.55K ﹤0.01%
181
2236
$3.55K ﹤0.01%
24
+17
2237
$3.55K ﹤0.01%
37
+2
2238
$3.54K ﹤0.01%
895
2239
$3.53K ﹤0.01%
121
-8
2240
$3.51K ﹤0.01%
118
+51
2241
$3.51K ﹤0.01%
248
2242
$3.5K ﹤0.01%
94
2243
$3.49K ﹤0.01%
111
-1
2244
$3.49K ﹤0.01%
35
2245
$3.48K ﹤0.01%
170
-20
2246
$3.48K ﹤0.01%
200
2247
$3.48K ﹤0.01%
+116
2248
$3.48K ﹤0.01%
+116
2249
$3.46K ﹤0.01%
164
-12
2250
$3.46K ﹤0.01%
50
88 89
90
91 92