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
51
$2.42M 0.38%
9,199
+4,215
52
$2.35M 0.37%
15,066
+5,540
53
$2.31M 0.36%
74,488
+6,898
54
$2.28M 0.36%
52,083
+22,072
55
$2.26M 0.35%
42,740
+8,641
56
$2.22M 0.35%
32,420
+25,601
57
$2.22M 0.35%
38,716
+27,317
58
$2.19M 0.34%
33,815
-11,945
59
$2.19M 0.34%
15,003
+3,904
60
$2.16M 0.34%
54,978
+4,676
61
$2.15M 0.34%
29,665
-13,082
62
$2.14M 0.34%
42,808
+32,808
63
$2.14M 0.34%
37,204
+19,702
64
$2.12M 0.33%
5,359
+3,260
65
$2.09M 0.33%
17,800
+10,636
66
$2.07M 0.32%
76,408
+42,155
67
$2.04M 0.32%
6,647
+1,695
68
$1.96M 0.31%
3,889
+335
69
$1.9M 0.3%
43,600
+11,010
70
$1.89M 0.3%
13,696
+5,939
71
$1.89M 0.3%
59,713
+546
72
$1.83M 0.29%
38,079
+13,151
73
$1.8M 0.28%
27,534
-459
74
$1.76M 0.28%
8,279
-2,776
75
$1.68M 0.26%
5,587
+1,353
1 2
3
4 5