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
1101
$19.1K ﹤0.01%
552
1102
$18.9K ﹤0.01%
178
-127
1103
$18.6K ﹤0.01%
168
-2
1104
$18.6K ﹤0.01%
189
+3
1105
$18.5K ﹤0.01%
281
+59
1106
$18.3K ﹤0.01%
287
+157
1107
$18.1K ﹤0.01%
558
+509
1108
$18.1K ﹤0.01%
302
-110
1109
$18.1K ﹤0.01%
474
+234
1110
$18K ﹤0.01%
334
+287
1111
$17.9K ﹤0.01%
316
-132
1112
$17.9K ﹤0.01%
281
-193
1113
$17.9K ﹤0.01%
163
1114
$17.8K ﹤0.01%
281
+13
1115
$17.8K ﹤0.01%
853
+21
1116
$17.7K ﹤0.01%
314
+48
1117
$17.7K ﹤0.01%
382
1118
$17.7K ﹤0.01%
184
+5
1119
$17.6K ﹤0.01%
163
1120
$17.6K ﹤0.01%
1,070
-235
1121
$17.6K ﹤0.01%
479
-235
1122
$17.6K ﹤0.01%
952
+381
1123
$17.6K ﹤0.01%
465
-34
1124
$17.6K ﹤0.01%
1,363
+133
1125
$17.5K ﹤0.01%
618
+19
43 44
45
46 47