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
1126
$17.5K ﹤0.01%
6,000
1127
$17.5K ﹤0.01%
131
+4
1128
$17.2K ﹤0.01%
1,099
+976
1129
$17.2K ﹤0.01%
153
1130
$17.1K ﹤0.01%
136
-2
1131
$17.1K ﹤0.01%
124
+21
1132
$17K ﹤0.01%
230
+39
1133
$17K ﹤0.01%
317
+307
1134
$16.9K ﹤0.01%
+750
1135
$16.9K ﹤0.01%
169
+9
1136
$16.9K ﹤0.01%
105
-61
1137
$16.8K ﹤0.01%
728
+624
1138
$16.8K ﹤0.01%
140
+72
1139
$16.7K ﹤0.01%
456
-1,444
1140
$16.7K ﹤0.01%
484
+82
1141
$16.6K ﹤0.01%
342
-173
1142
$16.4K ﹤0.01%
116
-19
1143
$16.4K ﹤0.01%
280
+5
1144
$16.4K ﹤0.01%
+552
1145
$16.3K ﹤0.01%
561
+522
1146
$16.1K ﹤0.01%
+1,587
1147
$16.1K ﹤0.01%
62
-14
1148
$15.8K ﹤0.01%
+554
1149
$15.8K ﹤0.01%
137
+19
1150
$15.8K ﹤0.01%
863
+243
44 45
46
47 48