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
1576
$4.17K ﹤0.01%
153
1577
$4.16K ﹤0.01%
+850
1578
$4.16K ﹤0.01%
162
1579
$4.14K ﹤0.01%
204
+90
1580
$4.13K ﹤0.01%
+441
1581
$4.12K ﹤0.01%
55
1582
$4.11K ﹤0.01%
124
+87
1583
$4.11K ﹤0.01%
403
+52
1584
$4.07K ﹤0.01%
871
+21
1585
$4.06K ﹤0.01%
150
1586
$4.06K ﹤0.01%
48
1587
$4.03K ﹤0.01%
194
+20
1588
$4K ﹤0.01%
19
1589
$3.99K ﹤0.01%
470
-766
1590
$3.98K ﹤0.01%
1,253
-1,401
1591
$3.97K ﹤0.01%
28
+1
1592
$3.97K ﹤0.01%
122
+109
1593
$3.96K ﹤0.01%
15
+1
1594
$3.95K ﹤0.01%
73
1595
$3.95K ﹤0.01%
24
+18
1596
$3.94K ﹤0.01%
61
-31
1597
$3.92K ﹤0.01%
69
1598
$3.91K ﹤0.01%
135
-401
1599
$3.9K ﹤0.01%
102
1600
$3.87K ﹤0.01%
138
62 63
64
65 66