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
2251
$3.46K ﹤0.01%
48
+3
2252
$3.46K ﹤0.01%
144
-2
2253
$3.45K ﹤0.01%
45
2254
$3.44K ﹤0.01%
44
+32
2255
$3.41K ﹤0.01%
49
2256
$3.4K ﹤0.01%
31
2257
$3.36K ﹤0.01%
34
2258
$3.36K ﹤0.01%
2,397
+765
2259
$3.35K ﹤0.01%
54
2260
$3.35K ﹤0.01%
256
-269
2261
$3.35K ﹤0.01%
19
2262
$3.33K ﹤0.01%
145
2263
$3.32K ﹤0.01%
31
2264
$3.32K ﹤0.01%
308
2265
$3.31K ﹤0.01%
61
2266
$3.31K ﹤0.01%
27
+16
2267
$3.3K ﹤0.01%
90
+27
2268
$3.3K ﹤0.01%
53
-681
2269
$3.29K ﹤0.01%
209
2270
$3.29K ﹤0.01%
125
2271
$3.27K ﹤0.01%
131
2272
$3.27K ﹤0.01%
+34
2273
$3.25K ﹤0.01%
70
-47
2274
$3.25K ﹤0.01%
190
2275
$3.24K ﹤0.01%
583
-119
89 90
91
92 93