FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$753M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,657
New
Increased
Reduced
Closed

Top Buys

1
+$79M
2
+$33.8M
3
+$33.7M
4
NVDA icon
NVIDIA
NVDA
+$31.3M
5
AAPL icon
Apple
AAPL
+$21.2M

Top Sells

1
+$1.94M
2
+$1.49M
3
+$1.32M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.29M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.06M

Sector Composition

1 Technology 11.42%
2 Financials 4.56%
3 Healthcare 3.91%
4 Consumer Discretionary 3.2%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3501
– –
0
3502
$8 ﹤0.01%
+1
3503
$8 ﹤0.01%
+2
3504
$8 ﹤0.01%
1
3505
$8 ﹤0.01%
+2
3506
$8 ﹤0.01%
1
3507
– –
0
3508
$7 ﹤0.01%
+2
3509
$7 ﹤0.01%
+1
3510
$7 ﹤0.01%
+1
3511
$7 ﹤0.01%
+1
3512
– –
0
3513
$6 ﹤0.01%
+1
3514
$6 ﹤0.01%
+4
3515
$6 ﹤0.01%
+1
3516
$5 ﹤0.01%
+1
3517
$5 ﹤0.01%
+1
3518
– –
0
3519
$4 ﹤0.01%
+1
3520
$4 ﹤0.01%
+1
3521
– –
0
3522
$4 ﹤0.01%
+1
3523
– –
0
3524
$3 ﹤0.01%
+2
3525
$3 ﹤0.01%
+3
139 140
141
142 143