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
1251
$11.3K ﹤0.01%
132
1252
$11.2K ﹤0.01%
109
+19
1253
$11.2K ﹤0.01%
662
1254
$11.2K ﹤0.01%
234
+43
1255
$11.2K ﹤0.01%
67
1256
$11.1K ﹤0.01%
139
+54
1257
$11.1K ﹤0.01%
130
+14
1258
$11.1K ﹤0.01%
589
+5
1259
$11K ﹤0.01%
195
+13
1260
$11K ﹤0.01%
+804
1261
$10.9K ﹤0.01%
160
-28
1262
$10.9K ﹤0.01%
21
-2
1263
$10.9K ﹤0.01%
454
1264
$10.9K ﹤0.01%
240
-7
1265
$10.8K ﹤0.01%
471
-5
1266
$10.8K ﹤0.01%
+15,115
1267
$10.7K ﹤0.01%
200
+79
1268
$10.7K ﹤0.01%
295
+143
1269
$10.7K ﹤0.01%
345
-114
1270
$10.7K ﹤0.01%
100
-39
1271
$10.6K ﹤0.01%
637
1272
$10.6K ﹤0.01%
1,170
+146
1273
$10.5K ﹤0.01%
215
+71
1274
$10.5K ﹤0.01%
52
+30
1275
$10.5K ﹤0.01%
2,079
+1,919
49 50
51
52 53