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
1201
$13.5K ﹤0.01%
+1,511
1202
$13.5K ﹤0.01%
114
+111
1203
$13.4K ﹤0.01%
425
+12
1204
$13.4K ﹤0.01%
40
1205
$13.3K ﹤0.01%
453
1206
$13.3K ﹤0.01%
56
-1
1207
$13.2K ﹤0.01%
391
+1
1208
$13.2K ﹤0.01%
334
+250
1209
$13.2K ﹤0.01%
121
+51
1210
$13.1K ﹤0.01%
426
+120
1211
$13K ﹤0.01%
138
1212
$13K ﹤0.01%
161
1213
$13K ﹤0.01%
456
+90
1214
$13K ﹤0.01%
805
-5,554
1215
$12.8K ﹤0.01%
70
1216
$12.8K ﹤0.01%
193
-95
1217
$12.5K ﹤0.01%
+436
1218
$12.5K ﹤0.01%
5,527
-3,225
1219
$12.5K ﹤0.01%
411
1220
$12.4K ﹤0.01%
273
+12
1221
$12.4K ﹤0.01%
+726
1222
$12.4K ﹤0.01%
249
-1
1223
$12.4K ﹤0.01%
801
+733
1224
$12.4K ﹤0.01%
400
1225
$12.4K ﹤0.01%
74
+17
47 48
49
50 51