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
1501
$5.3K ﹤0.01%
67
+19
1502
$5.29K ﹤0.01%
254
1503
$5.23K ﹤0.01%
176
+1
1504
$5.23K ﹤0.01%
160
1505
$5.22K ﹤0.01%
117
+32
1506
$5.19K ﹤0.01%
230
1507
$5.16K ﹤0.01%
579
+503
1508
$5.14K ﹤0.01%
105
1509
$5.13K ﹤0.01%
207
1510
$5.12K ﹤0.01%
174
+19
1511
$5.11K ﹤0.01%
104
1512
$5.09K ﹤0.01%
67
1513
$5.07K ﹤0.01%
90
1514
$5.07K ﹤0.01%
85
1515
$5.06K ﹤0.01%
87
+39
1516
$5.04K ﹤0.01%
170
1517
$5.03K ﹤0.01%
52
1518
$4.99K ﹤0.01%
130
+36
1519
$4.99K ﹤0.01%
108
+79
1520
$4.98K ﹤0.01%
95
1521
$4.96K ﹤0.01%
179
1522
$4.93K ﹤0.01%
279
+105
1523
$4.93K ﹤0.01%
100
1524
$4.9K ﹤0.01%
99
1525
$4.89K ﹤0.01%
140
-132
59 60
61
62 63