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
1326
$8.87K ﹤0.01%
8
+4
1327
$8.81K ﹤0.01%
894
+664
1328
$8.78K ﹤0.01%
580
1329
$8.78K ﹤0.01%
87
+4
1330
$8.77K ﹤0.01%
388
+59
1331
$8.77K ﹤0.01%
22
1332
$8.72K ﹤0.01%
398
+182
1333
$8.7K ﹤0.01%
57
1334
$8.66K ﹤0.01%
567
+30
1335
$8.66K ﹤0.01%
625
1336
$8.64K ﹤0.01%
1,380
1337
$8.63K ﹤0.01%
864
+313
1338
$8.58K ﹤0.01%
560
1339
$8.54K ﹤0.01%
281
-362
1340
$8.53K ﹤0.01%
177
1341
$8.53K ﹤0.01%
1,225
1342
$8.52K ﹤0.01%
304
+225
1343
$8.49K ﹤0.01%
329
1344
$8.49K ﹤0.01%
88
1345
$8.43K ﹤0.01%
33
+9
1346
$8.42K ﹤0.01%
118
+82
1347
$8.41K ﹤0.01%
139
1348
$8.37K ﹤0.01%
281
1349
$8.36K ﹤0.01%
72
+29
1350
$8.36K ﹤0.01%
634
+46
52 53
54
55 56