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
2451
$2.21K ﹤0.01%
80
2452
$2.19K ﹤0.01%
503
2453
$2.19K ﹤0.01%
127
2454
$2.18K ﹤0.01%
130
+58
2455
$2.18K ﹤0.01%
90
2456
$2.18K ﹤0.01%
128
-69
2457
$2.18K ﹤0.01%
+32
2458
$2.17K ﹤0.01%
217
-31
2459
$2.16K ﹤0.01%
60
2460
$2.16K ﹤0.01%
146
2461
$2.16K ﹤0.01%
96
-13
2462
$2.15K ﹤0.01%
201
+51
2463
$2.15K ﹤0.01%
10
+4
2464
$2.15K ﹤0.01%
41
-5
2465
$2.15K ﹤0.01%
78
-85
2466
$2.14K ﹤0.01%
20
2467
$2.13K ﹤0.01%
74
+10
2468
$2.12K ﹤0.01%
20
+10
2469
$2.12K ﹤0.01%
+572
2470
$2.11K ﹤0.01%
430
-193
2471
$2.11K ﹤0.01%
5
2472
$2.1K ﹤0.01%
49
-39
2473
$2.1K ﹤0.01%
75
2474
$2.09K ﹤0.01%
15
+5
2475
$2.09K ﹤0.01%
309
-15
97 98
99
100 101