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
1001
$26.8K ﹤0.01%
587
+32
1002
$26.6K ﹤0.01%
283
-10
1003
$26.5K ﹤0.01%
744
+180
1004
$26.4K ﹤0.01%
339
-58
1005
$26.3K ﹤0.01%
911
+34
1006
$26.2K ﹤0.01%
1,425
+223
1007
$26K ﹤0.01%
250
1008
$25.9K ﹤0.01%
79
+4
1009
$25.9K ﹤0.01%
570
+539
1010
$25.8K ﹤0.01%
723
+715
1011
$25.6K ﹤0.01%
+1,000
1012
$25.6K ﹤0.01%
364
-82
1013
$25.6K ﹤0.01%
821
+127
1014
$25.6K ﹤0.01%
86
-67
1015
$25.4K ﹤0.01%
246
+106
1016
$25.3K ﹤0.01%
4,633
-236
1017
$25.1K ﹤0.01%
1,235
+494
1018
$25.1K ﹤0.01%
1,258
-900
1019
$25.1K ﹤0.01%
57
+9
1020
$25.1K ﹤0.01%
2,655
+466
1021
$25K ﹤0.01%
3,000
+14
1022
$24.9K ﹤0.01%
270
+20
1023
$24.9K ﹤0.01%
700
1024
$24.8K ﹤0.01%
893
+5
1025
$24.7K ﹤0.01%
259
+21
39 40
41
42 43