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
626
$82.6K 0.01%
2,354
627
$82.3K 0.01%
4,737
+2,081
628
$82.3K 0.01%
185
+37
629
$80.7K 0.01%
1,510
+26
630
$80.6K 0.01%
896
631
$80.5K 0.01%
1,803
+701
632
$80K 0.01%
556
633
$79.3K 0.01%
1,962
+1,928
634
$79.1K 0.01%
1,331
+323
635
$78.8K 0.01%
154
+27
636
$78.8K 0.01%
528
+33
637
$78.7K 0.01%
636
-26
638
$78.6K 0.01%
62
+13
639
$78.3K 0.01%
1,934
+118
640
$78.1K 0.01%
1,665
641
$78K 0.01%
53
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642
$77.9K 0.01%
460
+13
643
$77.9K 0.01%
200
644
$77.7K 0.01%
1,289
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645
$77.4K 0.01%
177
-6
646
$77.3K 0.01%
253
+27
647
$77.3K 0.01%
938
+907
648
$77.1K 0.01%
1,325
+577
649
$76.8K 0.01%
3,540
+40
650
$76.8K 0.01%
9,300
-1,000
24 25
26
27 28