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
1276
$10.5K ﹤0.01%
148
+23
1277
$10.5K ﹤0.01%
254
1278
$10.4K ﹤0.01%
+468
1279
$10.4K ﹤0.01%
500
-5
1280
$10.4K ﹤0.01%
65
+52
1281
$10.3K ﹤0.01%
115
-58
1282
$10.3K ﹤0.01%
243
1283
$10.2K ﹤0.01%
150
1284
$10.2K ﹤0.01%
56
-41
1285
$10.2K ﹤0.01%
+386
1286
$10.2K ﹤0.01%
797
1287
$10.1K ﹤0.01%
398
-149
1288
$10.1K ﹤0.01%
75
-22
1289
$10.1K ﹤0.01%
500
1290
$10K ﹤0.01%
67
1291
$9.98K ﹤0.01%
48
+7
1292
$9.98K ﹤0.01%
184
1293
$9.93K ﹤0.01%
122
1294
$9.85K ﹤0.01%
280
+17
1295
$9.81K ﹤0.01%
1,185
+23
1296
$9.81K ﹤0.01%
236
+107
1297
$9.8K ﹤0.01%
111
1298
$9.76K ﹤0.01%
194
1299
$9.75K ﹤0.01%
354
+178
1300
$9.72K ﹤0.01%
+97
50 51
52
53 54