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
1551
$4.45K ﹤0.01%
290
+50
1552
$4.43K ﹤0.01%
25
+4
1553
$4.42K ﹤0.01%
99
1554
$4.42K ﹤0.01%
565
+34
1555
$4.41K ﹤0.01%
59
+5
1556
$4.4K ﹤0.01%
89
1557
$4.4K ﹤0.01%
+119
1558
$4.39K ﹤0.01%
14
+1
1559
$4.38K ﹤0.01%
191
+4
1560
$4.34K ﹤0.01%
92
1561
$4.32K ﹤0.01%
+307
1562
$4.32K ﹤0.01%
24
+5
1563
$4.32K ﹤0.01%
45
-58
1564
$4.31K ﹤0.01%
296
+3
1565
$4.31K ﹤0.01%
+883
1566
$4.3K ﹤0.01%
148
+35
1567
$4.29K ﹤0.01%
444
1568
$4.27K ﹤0.01%
56
1569
$4.24K ﹤0.01%
98
1570
$4.24K ﹤0.01%
+500
1571
$4.23K ﹤0.01%
+562
1572
$4.22K ﹤0.01%
352
1573
$4.21K ﹤0.01%
114
+73
1574
$4.2K ﹤0.01%
27
-22
1575
$4.17K ﹤0.01%
60
+10
61 62
63
64 65