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
976
$29.7K ﹤0.01%
975
-230
977
$29.5K ﹤0.01%
+904
978
$29.1K ﹤0.01%
709
+517
979
$28.9K ﹤0.01%
1,078
+296
980
$28.8K ﹤0.01%
1,950
981
$28.6K ﹤0.01%
137
+41
982
$28.6K ﹤0.01%
+1,005
983
$28.5K ﹤0.01%
624
984
$28.5K ﹤0.01%
496
985
$28.3K ﹤0.01%
79
-22
986
$28.2K ﹤0.01%
468
987
$28.1K ﹤0.01%
190
+42
988
$27.9K ﹤0.01%
279
+4
989
$27.9K ﹤0.01%
1,098
+89
990
$27.8K ﹤0.01%
658
991
$27.5K ﹤0.01%
373
+23
992
$27.4K ﹤0.01%
596
+260
993
$27.3K ﹤0.01%
464
994
$27.1K ﹤0.01%
370
+4
995
$27.1K ﹤0.01%
380
-1
996
$27K ﹤0.01%
134
+19
997
$27K ﹤0.01%
1,142
+110
998
$27K ﹤0.01%
364
-15
999
$27K ﹤0.01%
+3,020
1000
$26.8K ﹤0.01%
584
+77
38 39
40
41 42