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
1076
$20.7K ﹤0.01%
261
+199
1077
$20.7K ﹤0.01%
413
+341
1078
$20.7K ﹤0.01%
158
+45
1079
$20.6K ﹤0.01%
843
1080
$20.6K ﹤0.01%
4,196
+1,280
1081
$20.6K ﹤0.01%
582
+120
1082
$20.5K ﹤0.01%
1,278
+125
1083
$20.5K ﹤0.01%
1,049
+371
1084
$20.3K ﹤0.01%
307
+81
1085
$20.2K ﹤0.01%
339
+5
1086
$20.1K ﹤0.01%
302
+56
1087
$20.1K ﹤0.01%
700
+138
1088
$20K ﹤0.01%
336
+8
1089
$20K ﹤0.01%
1,109
1090
$20K ﹤0.01%
1,211
+32
1091
$19.9K ﹤0.01%
466
1092
$19.9K ﹤0.01%
262
-167
1093
$19.9K ﹤0.01%
784
+290
1094
$19.6K ﹤0.01%
301
+109
1095
$19.6K ﹤0.01%
260
-2
1096
$19.5K ﹤0.01%
422
+112
1097
$19.5K ﹤0.01%
579
+133
1098
$19.3K ﹤0.01%
229
1099
$19.2K ﹤0.01%
5,143
1100
$19.1K ﹤0.01%
706
-93
42 43
44
45 46