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
2301
$3.1K ﹤0.01%
15
+4
2302
$3.09K ﹤0.01%
53
2303
$3.09K ﹤0.01%
+1,577
2304
$3.09K ﹤0.01%
89
+19
2305
$3.09K ﹤0.01%
12
+2
2306
$3.07K ﹤0.01%
261
+5
2307
$3.04K ﹤0.01%
315
+40
2308
$3.04K ﹤0.01%
134
-1,028
2309
$3.04K ﹤0.01%
27
2310
$3.04K ﹤0.01%
67
2311
$3.03K ﹤0.01%
55
-8
2312
$3.03K ﹤0.01%
140
+5
2313
$3.03K ﹤0.01%
31
2314
$3.02K ﹤0.01%
124
2315
$3.02K ﹤0.01%
95
-1
2316
$3.02K ﹤0.01%
31
+11
2317
$3K ﹤0.01%
107
-98
2318
$3K ﹤0.01%
563
-180
2319
$2.99K ﹤0.01%
171
+102
2320
$2.98K ﹤0.01%
872
-469
2321
$2.98K ﹤0.01%
453
+18
2322
$2.97K ﹤0.01%
18
2323
$2.97K ﹤0.01%
35
-5
2324
$2.96K ﹤0.01%
48
+5
2325
$2.95K ﹤0.01%
207
91 92
93
94 95