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
2351
$2.78K ﹤0.01%
618
-17,127
2352
$2.78K ﹤0.01%
758
-3,329
2353
$2.78K ﹤0.01%
65
2354
$2.77K ﹤0.01%
149
-68
2355
$2.76K ﹤0.01%
51
2356
$2.76K ﹤0.01%
187
+27
2357
$2.76K ﹤0.01%
433
2358
$2.75K ﹤0.01%
64
-11
2359
$2.75K ﹤0.01%
210
+15
2360
$2.73K ﹤0.01%
91
-5
2361
$2.72K ﹤0.01%
148
-25
2362
$2.71K ﹤0.01%
55
-7
2363
$2.71K ﹤0.01%
74
-24
2364
$2.7K ﹤0.01%
105
-28
2365
$2.7K ﹤0.01%
279
+269
2366
$2.67K ﹤0.01%
57
-58
2367
$2.67K ﹤0.01%
29
-1
2368
$2.67K ﹤0.01%
23
2369
$2.66K ﹤0.01%
+95
2370
$2.65K ﹤0.01%
+25,000
2371
$2.65K ﹤0.01%
20
+5
2372
$2.64K ﹤0.01%
46
2373
$2.64K ﹤0.01%
83
-21
2374
$2.63K ﹤0.01%
33
-7
2375
$2.62K ﹤0.01%
122
-15
93 94
95
96 97