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
1226
$12.3K ﹤0.01%
211
1227
$12.3K ﹤0.01%
1,348
+479
1228
$12.2K ﹤0.01%
560
1229
$12.1K ﹤0.01%
265
+146
1230
$12.1K ﹤0.01%
113
-82
1231
$12K ﹤0.01%
282
-446
1232
$12K ﹤0.01%
210
1233
$11.9K ﹤0.01%
567
+522
1234
$11.9K ﹤0.01%
148
-120
1235
$11.9K ﹤0.01%
213
+36
1236
$11.8K ﹤0.01%
135
1237
$11.8K ﹤0.01%
+100
1238
$11.7K ﹤0.01%
460
-279
1239
$11.7K ﹤0.01%
129
+77
1240
$11.7K ﹤0.01%
371
+58
1241
$11.7K ﹤0.01%
242
+234
1242
$11.7K ﹤0.01%
77
+1
1243
$11.6K ﹤0.01%
31
1244
$11.6K ﹤0.01%
68
1245
$11.6K ﹤0.01%
80
-49
1246
$11.6K ﹤0.01%
98
+28
1247
$11.6K ﹤0.01%
597
-295
1248
$11.4K ﹤0.01%
70
+5
1249
$11.4K ﹤0.01%
146
1250
$11.4K ﹤0.01%
272
+237
48 49
50
51 52