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
701
$64.3K 0.01%
420
+256
702
$64.2K 0.01%
1,991
+1,952
703
$64K 0.01%
525
+20
704
$63.7K 0.01%
1,569
+19
705
$63.6K 0.01%
1,423
+470
706
$63.5K 0.01%
+2,087
707
$63.4K 0.01%
2,320
+202
708
$63.4K 0.01%
409
+72
709
$63.1K 0.01%
1,154
+98
710
$62.9K 0.01%
829
+81
711
$62.8K 0.01%
169
+12
712
$62.5K 0.01%
74
+21
713
$62.2K 0.01%
718
+430
714
$62.2K 0.01%
679
-3,146
715
$61.6K 0.01%
1,252
+80
716
$61K 0.01%
1,215
-128
717
$60.2K 0.01%
430
+188
718
$60.2K 0.01%
1,786
+1,768
719
$59.5K 0.01%
1,498
720
$59.3K 0.01%
183
-19
721
$59.2K 0.01%
348
+4
722
$59.1K 0.01%
2,547
723
$59.1K 0.01%
975
+255
724
$59K 0.01%
5,669
+326
725
$58.3K 0.01%
976
-20
27 28
29
30 31