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
2326
$2.95K ﹤0.01%
114
2327
$2.93K ﹤0.01%
58
+5
2328
$2.93K ﹤0.01%
13
-18
2329
$2.92K ﹤0.01%
37
-5
2330
$2.92K ﹤0.01%
476
-593
2331
$2.92K ﹤0.01%
+51
2332
$2.92K ﹤0.01%
259
+26
2333
$2.91K ﹤0.01%
60
2334
$2.91K ﹤0.01%
+114
2335
$2.9K ﹤0.01%
71
2336
$2.88K ﹤0.01%
189
-41
2337
$2.87K ﹤0.01%
96
-4
2338
$2.86K ﹤0.01%
+113
2339
$2.86K ﹤0.01%
35
+3
2340
$2.85K ﹤0.01%
81
2341
$2.84K ﹤0.01%
35
-13
2342
$2.84K ﹤0.01%
98
2343
$2.82K ﹤0.01%
98
2344
$2.81K ﹤0.01%
89
2345
$2.81K ﹤0.01%
97
-22
2346
$2.81K ﹤0.01%
78
-93
2347
$2.81K ﹤0.01%
105
2348
$2.8K ﹤0.01%
200
+26
2349
$2.8K ﹤0.01%
29
+5
2350
$2.79K ﹤0.01%
40
92 93
94
95 96