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
801
$45.6K 0.01%
1,697
+768
802
$45.3K 0.01%
166
-12
803
$45.2K 0.01%
652
+407
804
$45.1K 0.01%
483
+139
805
$45.1K 0.01%
+12,277
806
$45K 0.01%
501
+76
807
$44.9K 0.01%
2,160
+678
808
$44.9K 0.01%
987
+847
809
$44.8K 0.01%
914
810
$44.6K 0.01%
+453
811
$44.4K 0.01%
469
+84
812
$44.4K 0.01%
333
+330
813
$43.7K 0.01%
2,173
+1,710
814
$43.5K 0.01%
1,793
+701
815
$43.5K 0.01%
194
-20
816
$43.4K 0.01%
384
+127
817
$43.1K 0.01%
2,883
-1,659
818
$43.1K 0.01%
757
+40
819
$42.8K 0.01%
1,000
+949
820
$42.6K 0.01%
1,828
821
$42.6K 0.01%
228
+26
822
$42.2K 0.01%
690
823
$42.2K 0.01%
+699
824
$41.9K 0.01%
660
-10
825
$41.7K 0.01%
453
+155
31 32
33
34 35