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
1526
$4.89K ﹤0.01%
101
1527
$4.88K ﹤0.01%
115
-13
1528
$4.86K ﹤0.01%
88
1529
$4.85K ﹤0.01%
204
1530
$4.79K ﹤0.01%
37
+8
1531
$4.78K ﹤0.01%
50
-300
1532
$4.76K ﹤0.01%
270
1533
$4.75K ﹤0.01%
461
1534
$4.74K ﹤0.01%
232
1535
$4.72K ﹤0.01%
78
+15
1536
$4.72K ﹤0.01%
147
1537
$4.72K ﹤0.01%
84
1538
$4.71K ﹤0.01%
24
-9
1539
$4.68K ﹤0.01%
125
1540
$4.64K ﹤0.01%
+89
1541
$4.61K ﹤0.01%
128
-1
1542
$4.6K ﹤0.01%
48
-72
1543
$4.57K ﹤0.01%
326
1544
$4.57K ﹤0.01%
159
1545
$4.55K ﹤0.01%
186
1546
$4.54K ﹤0.01%
95
+81
1547
$4.53K ﹤0.01%
122
1548
$4.51K ﹤0.01%
247
1549
$4.5K ﹤0.01%
+375
1550
$4.49K ﹤0.01%
161
60 61
62
63 64