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
1601
$3.86K ﹤0.01%
200
1602
$3.85K ﹤0.01%
56
+2
1603
$3.85K ﹤0.01%
49
1604
$3.84K ﹤0.01%
80
-1
1605
$3.84K ﹤0.01%
93
+40
1606
$3.83K ﹤0.01%
67
+16
1607
$3.82K ﹤0.01%
+130
1608
$3.82K ﹤0.01%
30
1609
$3.81K ﹤0.01%
100
1610
$3.81K ﹤0.01%
43
+16
1611
$3.8K ﹤0.01%
35
+23
1612
$3.79K ﹤0.01%
76
+9
1613
$3.79K ﹤0.01%
126
+9
1614
$3.78K ﹤0.01%
74
1615
$3.78K ﹤0.01%
80
1616
$3.78K ﹤0.01%
187
+10
1617
$3.77K ﹤0.01%
+51
1618
$3.76K ﹤0.01%
19
+1
1619
$3.76K ﹤0.01%
11
1620
$3.76K ﹤0.01%
128
1621
$3.75K ﹤0.01%
458
+59
1622
$3.73K ﹤0.01%
455
+5
1623
$3.73K ﹤0.01%
113
1624
$3.69K ﹤0.01%
63
+3
1625
$3.68K ﹤0.01%
80
+10
63 64
65
66 67