Christopher C. Powers

@Farther Finance Advisors, Llc

Latest period2024 - Q3

Reported2mo 20d ago

Managed Assets$2.666B

Total holdings4021

Assets growth rate29.2%

Assets growth rate (2-Q avg)27.37%

Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Farther Finance Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4021 positions.

Assets under management

The assets under management (AUM) of Farther Finance Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.666B in assets, with a quarterly growth rate of 29.2% and a 2-quarter average growth rate of 27.37%. The portfolio is managed by Christopher C. Powers, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
QUALIshares Msci Usa Quality Factor Etf Recent Activity Increased 3.45%	1.08%	$28.545M 159,202 shares@ $179.3 avg price	Increased 3.45%
AMZNAmazon Com Inc Com Recent Activity Increased 13.42%	1.05%	$27.967M 150,089 shares@ $186.34 avg price	Increased 13.42%
IJRIshares Core S&p Small Cap Etf Recent Activity Increased 19.91%	0.93%	$24.736M 211,493 shares@ $116.96 avg price	Increased 19.91%
IVWIshares S&p 500 Growth Etf Recent Activity Increased 23.3%	0.87%	$23.072M 240,965 shares@ $95.75 avg price	Increased 23.3%
IEFAIshares Core Msci Eafe Etf Recent Activity Increased 9.3%	0.77%	$20.452M 262,033 shares@ $78.06 avg price	Increased 9.3%
GOOGLAlphabet Inc Cap Stk Cl A Recent Activity Increased 9.36%	0.74%	$19.463M 117,365 shares@ $165.84 avg price	Increased 9.36%
VGITVanguard Intermediate-term Treasury Etf Recent Activity Increased 21.78%	0.72%	$19.111M 316,296 shares@ $60.43 avg price	Increased 21.78%
EFVIshares Msci Eafe Value Etf Recent Activity Increased 61.36%	0.72%	$19.085M 331,725 shares@ $57.54 avg price	Increased 61.36%
DYNFBlackrock U.s. Equity Factor Rotation Etf Recent Activity Increased 25.47%	0.71%	$18.852M 381,084 shares@ $49.47 avg price	Increased 25.47%
BNDVanguard Total Bond Market Etf Recent Activity Increased 28.32%	0.69%	$18.325M 243,975 shares@ $75.12 avg price	Increased 28.32%