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
2276
$3.24K ﹤0.01%
1,044
+829
2277
$3.23K ﹤0.01%
70
2278
$3.23K ﹤0.01%
64
-15
2279
$3.23K ﹤0.01%
65
+6
2280
$3.22K ﹤0.01%
47
2281
$3.21K ﹤0.01%
174
+4
2282
$3.19K ﹤0.01%
34
+8
2283
$3.18K ﹤0.01%
+738
2284
$3.17K ﹤0.01%
789
2285
$3.17K ﹤0.01%
83
2286
$3.17K ﹤0.01%
143
+73
2287
$3.17K ﹤0.01%
+52
2288
$3.17K ﹤0.01%
78
2289
$3.17K ﹤0.01%
100
2290
$3.15K ﹤0.01%
300
2291
$3.15K ﹤0.01%
94
-33
2292
$3.15K ﹤0.01%
216
-35
2293
$3.14K ﹤0.01%
81
+5
2294
$3.13K ﹤0.01%
287
2295
$3.12K ﹤0.01%
45
2296
$3.12K ﹤0.01%
56
-47
2297
$3.12K ﹤0.01%
176
2298
$3.12K ﹤0.01%
212
-662
2299
$3.1K ﹤0.01%
55
2300
$3.1K ﹤0.01%
285
-162
90 91
92
93 94