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
676
$69.3K 0.01%
745
+91
677
$69.1K 0.01%
+1,716
678
$68.5K 0.01%
2,100
-110
679
$68.2K 0.01%
691
+245
680
$68K 0.01%
2,541
+76
681
$67.9K 0.01%
332
+223
682
$67.9K 0.01%
474
+7
683
$67.7K 0.01%
2,018
+1
684
$67.6K 0.01%
604
+20
685
$66.8K 0.01%
409
+152
686
$66.5K 0.01%
3,030
687
$66.3K 0.01%
1,793
+142
688
$66.3K 0.01%
595
+118
689
$66.3K 0.01%
1,503
+139
690
$66K 0.01%
2,934
+250
691
$65.8K 0.01%
1,816
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692
$65.6K 0.01%
9,300
+3,000
693
$65.6K 0.01%
1,225
+15
694
$65.2K 0.01%
1,956
-208
695
$65K 0.01%
868
-320
696
$64.9K 0.01%
1,071
+571
697
$64.8K 0.01%
1,018
+273
698
$64.6K 0.01%
196
+12
699
$64.4K 0.01%
944
+248
700
$64.4K 0.01%
707
-299
26 27
28
29 30