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
951
$31K ﹤0.01%
146
+72
952
$30.9K ﹤0.01%
388
+122
953
$30.9K ﹤0.01%
1,794
+809
954
$30.7K ﹤0.01%
315
955
$30.7K ﹤0.01%
1,150
+238
956
$30.7K ﹤0.01%
3,810
+942
957
$30.6K ﹤0.01%
2,554
958
$30.6K ﹤0.01%
2,176
+623
959
$30.6K ﹤0.01%
804
+291
960
$30.6K ﹤0.01%
1,437
+1,196
961
$30.4K ﹤0.01%
151
+42
962
$30.4K ﹤0.01%
408
+35
963
$30.4K ﹤0.01%
177
+33
964
$30.3K ﹤0.01%
185
-77
965
$30.2K ﹤0.01%
638
-475
966
$30.1K ﹤0.01%
283
+55
967
$30.1K ﹤0.01%
65
+11
968
$29.9K ﹤0.01%
360
-43
969
$29.9K ﹤0.01%
+1,875
970
$29.8K ﹤0.01%
780
971
$29.8K ﹤0.01%
+1,687
972
$29.7K ﹤0.01%
2,167
+375
973
$29.7K ﹤0.01%
231
+181
974
$29.7K ﹤0.01%
520
975
$29.7K ﹤0.01%
752
37 38
39
40 41