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
1351
$8.35K ﹤0.01%
160
1352
$8.35K ﹤0.01%
415
+135
1353
$8.34K ﹤0.01%
57
+35
1354
$8.33K ﹤0.01%
90
1355
$8.3K ﹤0.01%
149
1356
$8.26K ﹤0.01%
74
1357
$8.22K ﹤0.01%
149
-50
1358
$8.17K ﹤0.01%
20
-19
1359
$8.06K ﹤0.01%
323
+1
1360
$7.96K ﹤0.01%
161
+10
1361
$7.93K ﹤0.01%
+574
1362
$7.91K ﹤0.01%
175
-38
1363
$7.88K ﹤0.01%
1,000
-3,000
1364
$7.85K ﹤0.01%
65
1365
$7.84K ﹤0.01%
63
+15
1366
$7.79K ﹤0.01%
40
-13
1367
$7.79K ﹤0.01%
599
1368
$7.76K ﹤0.01%
536
+327
1369
$7.74K ﹤0.01%
+372
1370
$7.71K ﹤0.01%
119
1371
$7.71K ﹤0.01%
457
-2,994
1372
$7.69K ﹤0.01%
66
-32
1373
$7.68K ﹤0.01%
247
+11
1374
$7.63K ﹤0.01%
138
+55
1375
$7.62K ﹤0.01%
108
+38
53 54
55
56 57