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
826
$41.7K 0.01%
4,748
+788
827
$41.7K 0.01%
961
+933
828
$41.6K 0.01%
1,111
-102
829
$41.5K 0.01%
370
+19
830
$41.4K 0.01%
1,318
+682
831
$41.4K 0.01%
+2,000
832
$41.3K 0.01%
528
+16
833
$41.2K 0.01%
1,069
+282
834
$41.1K 0.01%
1,302
+738
835
$41K 0.01%
1,293
-4
836
$40.7K 0.01%
+1,000
837
$40.5K 0.01%
606
-175
838
$40.5K 0.01%
1,786
+113
839
$40.3K 0.01%
399
+162
840
$40.2K 0.01%
376
-57
841
$40.2K 0.01%
205
+155
842
$40.2K 0.01%
+6,225
843
$40K 0.01%
965
-189
844
$39.8K 0.01%
1,687
+40
845
$39.7K 0.01%
939
+195
846
$39.7K 0.01%
1,428
+454
847
$39.6K 0.01%
2,025
848
$39.4K 0.01%
2,464
+998
849
$39.4K 0.01%
372
+275
850
$39.4K 0.01%
572
-1,482
32 33
34
35 36