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
901
$35.7K 0.01%
883
-213
902
$35.4K 0.01%
188
903
$35.2K 0.01%
149
+29
904
$35.1K 0.01%
292
+64
905
$35K 0.01%
1,420
+229
906
$34.9K 0.01%
953
+563
907
$34.9K 0.01%
1,412
908
$34.9K 0.01%
644
909
$34.9K 0.01%
1,095
+55
910
$34.8K 0.01%
174
-81
911
$34.6K 0.01%
1,450
912
$34.5K 0.01%
1,417
913
$34.3K 0.01%
206
+29
914
$34.2K 0.01%
256
+9
915
$34.2K 0.01%
1,637
-394
916
$34.1K 0.01%
1,479
917
$34.1K 0.01%
1,388
+23
918
$34.1K 0.01%
681
+346
919
$34K 0.01%
647
+262
920
$33.9K 0.01%
586
921
$33.9K 0.01%
1,482
-123
922
$33.7K 0.01%
424
+20
923
$33.5K 0.01%
2,308
-162
924
$33.5K 0.01%
1,128
-9
925
$33.5K 0.01%
1,312
35 36
37
38 39