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
1376
$7.62K ﹤0.01%
97
-1
1377
$7.59K ﹤0.01%
22
+16
1378
$7.56K ﹤0.01%
353
+15
1379
$7.56K ﹤0.01%
520
+20
1380
$7.56K ﹤0.01%
528
-2,087
1381
$7.53K ﹤0.01%
300
+14
1382
$7.53K ﹤0.01%
150
1383
$7.53K ﹤0.01%
138
1384
$7.45K ﹤0.01%
277
+85
1385
$7.45K ﹤0.01%
140
-465
1386
$7.44K ﹤0.01%
225
-1
1387
$7.44K ﹤0.01%
1,978
+1,889
1388
$7.4K ﹤0.01%
254
1389
$7.37K ﹤0.01%
332
+32
1390
$7.35K ﹤0.01%
159
+26
1391
$7.34K ﹤0.01%
19
+1
1392
$7.32K ﹤0.01%
50
1393
$7.32K ﹤0.01%
876
1394
$7.25K ﹤0.01%
115
1395
$7.23K ﹤0.01%
102
+54
1396
$7.21K ﹤0.01%
354
1397
$7.16K ﹤0.01%
617
-8
1398
$7.15K ﹤0.01%
206
1399
$7.13K ﹤0.01%
31
1400
$7.12K ﹤0.01%
77
-38
54 55
56
57 58