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
1026
$24.7K ﹤0.01%
1,232
+21
1027
$24.7K ﹤0.01%
442
-7
1028
$24.7K ﹤0.01%
98
-18
1029
$24.6K ﹤0.01%
286
+145
1030
$24.6K ﹤0.01%
503
+14
1031
$24.5K ﹤0.01%
124
+25
1032
$24.5K ﹤0.01%
269
1033
$24.2K ﹤0.01%
4,000
1034
$24.1K ﹤0.01%
635
+39
1035
$24.1K ﹤0.01%
290
+11
1036
$24.1K ﹤0.01%
122
+63
1037
$24K ﹤0.01%
1,109
1038
$24K ﹤0.01%
60
+11
1039
$23.9K ﹤0.01%
743
+707
1040
$23.8K ﹤0.01%
+711
1041
$23.3K ﹤0.01%
700
+8
1042
$23.2K ﹤0.01%
940
-13
1043
$23.1K ﹤0.01%
686
+594
1044
$23.1K ﹤0.01%
536
1045
$23.1K ﹤0.01%
+225
1046
$23K ﹤0.01%
598
-127
1047
$22.9K ﹤0.01%
391
1048
$22.8K ﹤0.01%
+243
1049
$22.8K ﹤0.01%
2,103
-1,496
1050
$22.7K ﹤0.01%
209
+63
40 41
42
43 44