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
876
$37.6K 0.01%
4,387
-16,101
877
$37.5K 0.01%
926
-424
878
$37.3K 0.01%
+3,886
879
$37.3K 0.01%
+1,500
880
$37.3K 0.01%
1,360
+290
881
$37K 0.01%
615
+6
882
$36.9K 0.01%
3,432
+237
883
$36.8K 0.01%
1,342
+619
884
$36.7K 0.01%
+1,826
885
$36.7K 0.01%
254
+94
886
$36.6K 0.01%
200
+34
887
$36.6K 0.01%
1,103
+211
888
$36.6K 0.01%
656
+192
889
$36.4K 0.01%
688
+257
890
$36.3K 0.01%
2,057
+127
891
$36.3K 0.01%
471
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892
$36.3K 0.01%
1,346
+192
893
$36.2K 0.01%
179
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894
$35.9K 0.01%
26
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895
$35.8K 0.01%
847
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896
$35.8K 0.01%
305
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897
$35.8K 0.01%
789
898
$35.8K 0.01%
6
+3
899
$35.8K 0.01%
675
+107
900
$35.7K 0.01%
1,214
34 35
36
37 38