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
851
$39.4K 0.01%
90
+40
852
$39.1K 0.01%
+447
853
$39K 0.01%
665
+51
854
$38.9K 0.01%
101
+2
855
$38.9K 0.01%
290
+40
856
$38.7K 0.01%
1,431
-349
857
$38.6K 0.01%
+766
858
$38.6K 0.01%
649
+558
859
$38.6K 0.01%
1,325
-72
860
$38.4K 0.01%
1,304
+52
861
$38.4K 0.01%
+2,862
862
$38.3K 0.01%
1,122
+957
863
$38.3K 0.01%
909
+497
864
$38.3K 0.01%
490
+261
865
$38K 0.01%
+712
866
$38K 0.01%
1,962
867
$37.9K 0.01%
312
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868
$37.9K 0.01%
261
-14
869
$37.8K 0.01%
189
+27
870
$37.8K 0.01%
900
+284
871
$37.8K 0.01%
269
+57
872
$37.7K 0.01%
2,326
+466
873
$37.7K 0.01%
245
874
$37.6K 0.01%
705
-1,182
875
$37.6K 0.01%
1,061
+62
33 34
35
36 37