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
1476
$5.87K ﹤0.01%
130
1477
$5.85K ﹤0.01%
352
+19
1478
$5.85K ﹤0.01%
225
1479
$5.83K ﹤0.01%
174
-628
1480
$5.82K ﹤0.01%
400
-5
1481
$5.82K ﹤0.01%
200
1482
$5.81K ﹤0.01%
94
+5
1483
$5.78K ﹤0.01%
83
+2
1484
$5.77K ﹤0.01%
122
+15
1485
$5.72K ﹤0.01%
273
1486
$5.7K ﹤0.01%
536
-11
1487
$5.69K ﹤0.01%
155
+147
1488
$5.62K ﹤0.01%
400
+100
1489
$5.6K ﹤0.01%
39
-1
1490
$5.58K ﹤0.01%
352
+348
1491
$5.58K ﹤0.01%
142
+6
1492
$5.55K ﹤0.01%
93
1493
$5.51K ﹤0.01%
+134
1494
$5.5K ﹤0.01%
94
+68
1495
$5.47K ﹤0.01%
75
-8
1496
$5.41K ﹤0.01%
140
+22
1497
$5.38K ﹤0.01%
159
-8
1498
$5.36K ﹤0.01%
800
1499
$5.33K ﹤0.01%
220
1500
$5.31K ﹤0.01%
200
58 59
60
61 62