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
1051
$22.5K ﹤0.01%
301
-51
1052
$22.5K ﹤0.01%
425
+405
1053
$22.5K ﹤0.01%
340
+7
1054
$22.4K ﹤0.01%
313
+65
1055
$22.4K ﹤0.01%
149
+68
1056
$22.4K ﹤0.01%
420
+302
1057
$22.2K ﹤0.01%
822
-325
1058
$21.9K ﹤0.01%
742
+498
1059
$21.7K ﹤0.01%
469
+92
1060
$21.7K ﹤0.01%
145
+7
1061
$21.7K ﹤0.01%
+221
1062
$21.6K ﹤0.01%
521
1063
$21.6K ﹤0.01%
485
+481
1064
$21.6K ﹤0.01%
963
-164
1065
$21.5K ﹤0.01%
197
+20
1066
$21.4K ﹤0.01%
343
-13
1067
$21.2K ﹤0.01%
143
+57
1068
$21.1K ﹤0.01%
689
+233
1069
$21K ﹤0.01%
270
+112
1070
$20.9K ﹤0.01%
1,375
+235
1071
$20.9K ﹤0.01%
926
1072
$20.8K ﹤0.01%
302
-55
1073
$20.8K ﹤0.01%
966
1074
$20.8K ﹤0.01%
837
1075
$20.8K ﹤0.01%
560
-37
41 42
43
44 45