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
926
$33.3K 0.01%
127
+25
927
$33.3K 0.01%
1,295
928
$33.2K 0.01%
478
+45
929
$33.1K 0.01%
396
+114
930
$33K 0.01%
1,266
931
$33K 0.01%
364
-20
932
$33K 0.01%
499
+82
933
$32.8K 0.01%
552
+291
934
$32.8K 0.01%
+1,365
935
$32.5K 0.01%
299
+14
936
$32.5K 0.01%
1,115
-41
937
$32.5K 0.01%
2,965
+165
938
$32.4K 0.01%
432
+59
939
$32.4K 0.01%
239
+191
940
$32.2K 0.01%
353
-306
941
$32.1K 0.01%
746
+356
942
$32K 0.01%
616
-320
943
$31.8K 0.01%
369
+85
944
$31.8K 0.01%
461
+41
945
$31.8K 0.01%
129
-21
946
$31.7K 0.01%
957
+18
947
$31.6K 0.01%
498
+352
948
$31.4K ﹤0.01%
482
+70
949
$31.1K ﹤0.01%
+1,472
950
$31K ﹤0.01%
1,021
36 37
38
39 40