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
2376
$2.61K ﹤0.01%
508
-75
2377
$2.61K ﹤0.01%
42
-1
2378
$2.6K ﹤0.01%
82
2379
$2.59K ﹤0.01%
53
2380
$2.59K ﹤0.01%
34
2381
$2.58K ﹤0.01%
266
2382
$2.57K ﹤0.01%
59
2383
$2.57K ﹤0.01%
171
2384
$2.57K ﹤0.01%
136
-97
2385
$2.56K ﹤0.01%
94
-82
2386
$2.56K ﹤0.01%
122
-1
2387
$2.56K ﹤0.01%
18
+6
2388
$2.54K ﹤0.01%
171
+115
2389
$2.54K ﹤0.01%
77
2390
$2.54K ﹤0.01%
39
+5
2391
$2.53K ﹤0.01%
385
+250
2392
$2.52K ﹤0.01%
51
-1
2393
$2.51K ﹤0.01%
52
-85
2394
$2.51K ﹤0.01%
116
+26
2395
$2.49K ﹤0.01%
174
-185
2396
$2.48K ﹤0.01%
66
2397
$2.48K ﹤0.01%
20
-14
2398
$2.47K ﹤0.01%
20
-1
2399
$2.47K ﹤0.01%
72
-14
2400
$2.47K ﹤0.01%
130
+128
94 95
96
97 98