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
$637M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,748
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$17.7M
3
+$6.63M
4
AAPL icon
Apple
AAPL
+$5.81M
5
BND icon
Vanguard Total Bond Market
BND
+$5.77M

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$979K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$947K

Sector Composition

1 Technology 7.95%
2 Financials 4.93%
3 Healthcare 4.01%
4 Consumer Discretionary 3.09%
5 Energy 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$100K 0.02%
6,000
552
$100K 0.02%
438
+43
553
$100K 0.02%
1,007
+7
554
$99.9K 0.02%
120,000
+55,000
555
$99.9K 0.02%
2,092
+135
556
$99.5K 0.02%
694
-30
557
$99.1K 0.02%
1,098
-268
558
$99K 0.02%
1,823
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559
$98.8K 0.02%
1,537
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560
$98.6K 0.02%
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561
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562
$98.1K 0.02%
3,212
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563
$98.1K 0.02%
926
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564
$97.9K 0.02%
481
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565
$97.8K 0.02%
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566
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569
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570
$96.9K 0.02%
843
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$96.5K 0.02%
38
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572
$96.5K 0.02%
+3,048
573
$96K 0.02%
4,000
574
$95.9K 0.02%
1,618
+995
575
$95.9K 0.02%
423
+120
21 22
23
24 25