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
1451
$6.19K ﹤0.01%
356
-38
1452
$6.18K ﹤0.01%
359
1453
$6.17K ﹤0.01%
31
-9
1454
$6.15K ﹤0.01%
204
+157
1455
$6.15K ﹤0.01%
138
1456
$6.12K ﹤0.01%
129
1457
$6.12K ﹤0.01%
140
1458
$6.12K ﹤0.01%
60
1459
$6.11K ﹤0.01%
220
1460
$6.1K ﹤0.01%
252
-1,719
1461
$6.1K ﹤0.01%
386
1462
$6.05K ﹤0.01%
96
1463
$6.03K ﹤0.01%
195
1464
$6.02K ﹤0.01%
+90
1465
$6.02K ﹤0.01%
137
+78
1466
$6.01K ﹤0.01%
+57
1467
$6.01K ﹤0.01%
464
1468
$6K ﹤0.01%
49
1469
$5.99K ﹤0.01%
105
1470
$5.97K ﹤0.01%
78
1471
$5.92K ﹤0.01%
+500
1472
$5.92K ﹤0.01%
170
1473
$5.88K ﹤0.01%
117
1474
$5.88K ﹤0.01%
56
1475
$5.87K ﹤0.01%
731
57 58
59
60 61