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
76
$1.62M 0.25%
20,801
+649
77
$1.62M 0.25%
40,912
+5,691
78
$1.62M 0.25%
5,937
+3,380
79
$1.61M 0.25%
30,040
-570
80
$1.59M 0.25%
+3
81
$1.5M 0.24%
25,800
+6,147
82
$1.49M 0.23%
4,929
+3,237
83
$1.47M 0.23%
29,182
+2,195
84
$1.45M 0.23%
57,192
+2,957
85
$1.44M 0.23%
13,961
+2,844
86
$1.44M 0.23%
21,645
+10,393
87
$1.42M 0.22%
38,554
+2,419
88
$1.42M 0.22%
30,702
+29,775
89
$1.4M 0.22%
53,364
+141
90
$1.39M 0.22%
26,163
+13,122
91
$1.37M 0.21%
23,598
+138
92
$1.36M 0.21%
2,413
+834
93
$1.35M 0.21%
13,200
+12,484
94
$1.32M 0.21%
29,705
+11,979
95
$1.31M 0.21%
84,309
+50,619
96
$1.28M 0.2%
17,707
+17,655
97
$1.27M 0.2%
43,052
+16,415
98
$1.27M 0.2%
27,408
+1,788
99
$1.21M 0.19%
13,371
-459
100
$1.2M 0.19%
+53,692
2 3
4
5 6