FFA
Farther Finance Advisors Portfolio holdings
AUM $4.99B
This Quarter Return
-1.12%
1 Year Return
+14.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.92B
AUM Growth
+$1.15B (+42%)
Cap. Flow
+$1.21B
Cap. Flow % of AUM
30.87%
Top 10 Holdings %Top 10 Hldgs %
23.68%
Holding
4,518
New
480
Increased
2,010
Reduced
1,016
Closed
215
Top Buys
| 1 | $72.5M | |
| 2 | $48.2M | |
| 3 | $46.6M | |
| 4 | $41.3M | |
| 5 | $37.2M |
Top Sells
| 1 | $5.41M | |
| 2 | $3.47M | |
| 3 | $3.29M | |
| 4 | $3.23M | |
| 5 | $2.46M |
Sector Composition
| 1 | Technology | 9.18% |
| 2 | Consumer Discretionary | 4.79% |
| 3 | Financials | 4.18% |
| 4 | Healthcare | 2.82% |
| 5 | Consumer Staples | 2.33% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $479K | 0.01% | +11,065 | New | +$479K | |||
| $478K | 0.01% | 20,032 -627 | -3% | -$15K | |||
| $478K | 0.01% | +5,224 | New | +$478K | |||
| $477K | 0.01% | 13,258 +10,312 | +350% | +$371K | |||
| $477K | 0.01% | 11,309 +61 | +0.5% | +$2.57K | |||
| $476K | 0.01% | 8,749 +1,647 | +23% | +$89.5K | |||
| $475K | 0.01% | 25,947 -29,523 | -53% | -$541K | |||
| $474K | 0.01% | 3,590 +11 | +0.3% | +$1.45K | |||
| $470K | 0.01% | 8,519 +4,614 | +118% | +$255K | |||
| $469K | 0.01% | 5,471 +3,062 | +127% | +$262K | |||
| $467K | 0.01% | 8,566 +7,632 | +817% | +$416K | |||
| $466K | 0.01% | 1,893 +1,818 | +2,424% | +$448K | |||
| $465K | 0.01% | 344 +11 | +3% | +$14.9K | |||
| $464K | 0.01% | 4,846 +17 | +0.4% | +$1.63K | |||
| $461K | 0.01% | 12,185 +5,660 | +87% | +$214K | |||
| $460K | 0.01% | 12,226 -1,308 | -10% | -$49.2K | |||
| $460K | 0.01% | 10,170 +9,249 | +1,004% | +$418K | |||
| $459K | 0.01% | 8,522 +4,075 | +92% | +$220K | |||
| $459K | 0.01% | +10,841 | New | +$459K | |||
| $458K | 0.01% | 7,186 +4,170 | +138% | +$266K | |||
| $455K | 0.01% | 2,013 -1,131 | -36% | -$256K | |||
| $454K | 0.01% | 7,891 +2,510 | +47% | +$145K | |||
| $454K | 0.01% | 3,748 +189 | +5% | +$22.9K | |||
| $454K | 0.01% | 5,030 +1 | +0% | +$90 | |||
| $454K | 0.01% | 2,597 +1,047 | +68% | +$183K |
