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
1401
$7.11K ﹤0.01%
144
+56
1402
$7.06K ﹤0.01%
120
1403
$7.05K ﹤0.01%
24
1404
$7.02K ﹤0.01%
98
-16
1405
$7.01K ﹤0.01%
581
1406
$6.99K ﹤0.01%
187
+116
1407
$6.99K ﹤0.01%
203
+20
1408
$6.96K ﹤0.01%
+141
1409
$6.92K ﹤0.01%
99
+11
1410
$6.92K ﹤0.01%
522
1411
$6.91K ﹤0.01%
1,000
1412
$6.88K ﹤0.01%
66
+8
1413
$6.8K ﹤0.01%
470
1414
$6.72K ﹤0.01%
100
1415
$6.72K ﹤0.01%
90
1416
$6.7K ﹤0.01%
233
+20
1417
$6.7K ﹤0.01%
167
+6
1418
$6.66K ﹤0.01%
34
-22
1419
$6.65K ﹤0.01%
72
-363
1420
$6.65K ﹤0.01%
1,135
1421
$6.65K ﹤0.01%
133
1422
$6.64K ﹤0.01%
568
1423
$6.62K ﹤0.01%
31
-7
1424
$6.6K ﹤0.01%
126
1425
$6.59K ﹤0.01%
39
+18
55 56
57
58 59