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
1301
$9.7K ﹤0.01%
649
1302
$9.67K ﹤0.01%
36
1303
$9.6K ﹤0.01%
366
+238
1304
$9.54K ﹤0.01%
163
+116
1305
$9.51K ﹤0.01%
59
+7
1306
$9.47K ﹤0.01%
25
+1
1307
$9.43K ﹤0.01%
236
+7
1308
$9.37K ﹤0.01%
55
1309
$9.3K ﹤0.01%
+667
1310
$9.29K ﹤0.01%
124
1311
$9.28K ﹤0.01%
343
+237
1312
$9.26K ﹤0.01%
41
-1
1313
$9.21K ﹤0.01%
840
+710
1314
$9.2K ﹤0.01%
93
-18
1315
$9.2K ﹤0.01%
489
+241
1316
$9.15K ﹤0.01%
84
+44
1317
$9.11K ﹤0.01%
220
+200
1318
$9.08K ﹤0.01%
200
-160
1319
$9.08K ﹤0.01%
367
+37
1320
$9.04K ﹤0.01%
388
+19
1321
$9.03K ﹤0.01%
618
-403
1322
$8.99K ﹤0.01%
189
+97
1323
$8.95K ﹤0.01%
144
+60
1324
$8.9K ﹤0.01%
328
1325
$8.9K ﹤0.01%
69
51 52
53
54 55