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
1151
$15.8K ﹤0.01%
1,050
1152
$15.7K ﹤0.01%
234
-13
1153
$15.6K ﹤0.01%
700
-56
1154
$15.6K ﹤0.01%
435
+100
1155
$15.5K ﹤0.01%
205
+7
1156
$15.4K ﹤0.01%
123
-47
1157
$15.2K ﹤0.01%
+880
1158
$15.2K ﹤0.01%
371
+198
1159
$15.1K ﹤0.01%
+344
1160
$15.1K ﹤0.01%
243
+22
1161
$15.1K ﹤0.01%
404
+53
1162
$15.1K ﹤0.01%
225
1163
$15K ﹤0.01%
96
+7
1164
$15K ﹤0.01%
184
+110
1165
$15K ﹤0.01%
423
1166
$15K ﹤0.01%
90
+52
1167
$14.8K ﹤0.01%
58
+5
1168
$14.8K ﹤0.01%
87
+76
1169
$14.8K ﹤0.01%
599
+541
1170
$14.8K ﹤0.01%
2,000
1171
$14.7K ﹤0.01%
220
+29
1172
$14.7K ﹤0.01%
1,553
+437
1173
$14.6K ﹤0.01%
184
+135
1174
$14.6K ﹤0.01%
373
+54
1175
$14.6K ﹤0.01%
382
+36
45 46
47
48 49