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
101
$1.18M 0.19%
21,572
+8,338
102
$1.18M 0.19%
13,872
+8,755
103
$1.18M 0.19%
23,173
+14,663
104
$1.15M 0.18%
2,066
+1,812
105
$1.11M 0.17%
30,441
+12,841
106
$1.1M 0.17%
25,226
+5,687
107
$1.1M 0.17%
19,775
+583
108
$1.09M 0.17%
20,210
+2,137
109
$1.08M 0.17%
35,987
+35,139
110
$1.08M 0.17%
2,226
-256
111
$1.08M 0.17%
22,558
+16,637
112
$1.08M 0.17%
64,707
+10,722
113
$1.07M 0.17%
34,751
+13,742
114
$1.07M 0.17%
2,502
+9
115
$1.07M 0.17%
10,059
+3,979
116
$1.06M 0.17%
11,736
+7,137
117
$1.05M 0.17%
49,038
-1,371
118
$1.05M 0.17%
5,184
+1,279
119
$1.05M 0.16%
2,169
+441
120
$1.03M 0.16%
34,008
+2,010
121
$993K 0.16%
9,572
+7,614
122
$974K 0.15%
41,304
-654
123
$967K 0.15%
9,397
+4,072
124
$963K 0.15%
13,313
+12,496
125
$955K 0.15%
12,697
-128
3 4
5
6 7