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
1626
$3.67K ﹤0.01%
+36
1627
$3.66K ﹤0.01%
170
+166
1628
$3.65K ﹤0.01%
+285
1629
$3.65K ﹤0.01%
440
1630
$3.65K ﹤0.01%
57
1631
$3.65K ﹤0.01%
+481
1632
$3.63K ﹤0.01%
70
+6
1633
$3.61K ﹤0.01%
300
1634
$3.6K ﹤0.01%
48
1635
$3.58K ﹤0.01%
35
1636
$3.58K ﹤0.01%
75
1637
$3.56K ﹤0.01%
134
1638
$3.56K ﹤0.01%
23
1639
$3.54K ﹤0.01%
120
1640
$3.54K ﹤0.01%
167
+146
1641
$3.5K ﹤0.01%
301
-10
1642
$3.48K ﹤0.01%
128
1643
$3.47K ﹤0.01%
39
1644
$3.47K ﹤0.01%
95
1645
$3.45K ﹤0.01%
125
1646
$3.45K ﹤0.01%
+138
1647
$3.42K ﹤0.01%
21
1648
$3.42K ﹤0.01%
126
+123
1649
$3.41K ﹤0.01%
155
+5
1650
$3.41K ﹤0.01%
55
+49
64 65
66
67 68