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
2426
$2.33K ﹤0.01%
38
2427
$2.33K ﹤0.01%
31
-5
2428
$2.32K ﹤0.01%
38
2429
$2.32K ﹤0.01%
87
2430
$2.29K ﹤0.01%
1,571
+344
2431
$2.29K ﹤0.01%
95
-4
2432
$2.29K ﹤0.01%
150
+104
2433
$2.28K ﹤0.01%
12
+2
2434
$2.27K ﹤0.01%
22
+7
2435
$2.27K ﹤0.01%
30
-5
2436
$2.26K ﹤0.01%
65
-49
2437
$2.25K ﹤0.01%
144
2438
$2.25K ﹤0.01%
61
2439
$2.25K ﹤0.01%
122
+88
2440
$2.24K ﹤0.01%
14
2441
$2.24K ﹤0.01%
50
2442
$2.24K ﹤0.01%
55
-7
2443
$2.23K ﹤0.01%
12
+2
2444
$2.23K ﹤0.01%
+125
2445
$2.23K ﹤0.01%
69
-26
2446
$2.23K ﹤0.01%
40
-119
2447
$2.22K ﹤0.01%
131
2448
$2.21K ﹤0.01%
14
+6
2449
$2.21K ﹤0.01%
100
2450
$2.21K ﹤0.01%
25
-2
96 97
98
99 100