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
651
$76K 0.01%
4,102
+15
652
$75.9K 0.01%
3,210
653
$75.6K 0.01%
220
+77
654
$75.3K 0.01%
284
+51
655
$74.6K 0.01%
2,771
656
$74.1K 0.01%
213
+68
657
$74K 0.01%
965
+23
658
$73.9K 0.01%
150
+26
659
$73.8K 0.01%
1,668
+402
660
$73.6K 0.01%
1,254
+654
661
$73.6K 0.01%
1,099
+673
662
$73.4K 0.01%
320
+11
663
$73.3K 0.01%
3,011
+1,829
664
$73.2K 0.01%
2,152
665
$73.1K 0.01%
1,552
666
$73K 0.01%
2,066
+1,222
667
$72.9K 0.01%
2,884
-167
668
$72.6K 0.01%
549
-5
669
$72K 0.01%
2,517
+576
670
$71.9K 0.01%
636
+204
671
$71.8K 0.01%
+1,420
672
$70.4K 0.01%
4,698
+4,436
673
$70.4K 0.01%
2,363
674
$69.8K 0.01%
1,061
+469
675
$69.3K 0.01%
642
+424
25 26
27
28 29