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
1426
$6.56K ﹤0.01%
103
1427
$6.56K ﹤0.01%
359
-297
1428
$6.49K ﹤0.01%
+346
1429
$6.49K ﹤0.01%
565
+493
1430
$6.48K ﹤0.01%
86
1431
$6.41K ﹤0.01%
149
+94
1432
$6.38K ﹤0.01%
500
1433
$6.38K ﹤0.01%
440
+337
1434
$6.38K ﹤0.01%
+157
1435
$6.35K ﹤0.01%
45
+3
1436
$6.35K ﹤0.01%
280
-3
1437
$6.33K ﹤0.01%
44
1438
$6.32K ﹤0.01%
+104
1439
$6.31K ﹤0.01%
36
1440
$6.3K ﹤0.01%
62
1441
$6.29K ﹤0.01%
96
-203
1442
$6.29K ﹤0.01%
26
+1
1443
$6.29K ﹤0.01%
1,437
1444
$6.28K ﹤0.01%
408
1445
$6.28K ﹤0.01%
806
+756
1446
$6.24K ﹤0.01%
183
1447
$6.23K ﹤0.01%
155
1448
$6.23K ﹤0.01%
81
+38
1449
$6.22K ﹤0.01%
360
-1,082
1450
$6.2K ﹤0.01%
300
56 57
58
59 60