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
2401
$2.46K ﹤0.01%
52
-2
2402
$2.46K ﹤0.01%
142
2403
$2.45K ﹤0.01%
750
2404
$2.43K ﹤0.01%
19
2405
$2.41K ﹤0.01%
477
-5
2406
$2.41K ﹤0.01%
95
+31
2407
$2.4K ﹤0.01%
115
2408
$2.4K ﹤0.01%
171
+10
2409
$2.4K ﹤0.01%
39
2410
$2.4K ﹤0.01%
53
2411
$2.39K ﹤0.01%
356
-166
2412
$2.39K ﹤0.01%
19
-13
2413
$2.39K ﹤0.01%
+701
2414
$2.39K ﹤0.01%
152
-27
2415
$2.38K ﹤0.01%
76
-4,687
2416
$2.38K ﹤0.01%
20
-27
2417
$2.38K ﹤0.01%
108
-16
2418
$2.36K ﹤0.01%
39
2419
$2.36K ﹤0.01%
72
-5
2420
$2.36K ﹤0.01%
50
2421
$2.35K ﹤0.01%
122
-30
2422
$2.34K ﹤0.01%
107
2423
$2.34K ﹤0.01%
50
2424
$2.34K ﹤0.01%
21
2425
$2.34K ﹤0.01%
6
+1
95 96
97
98 99