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
1651
$3.4K ﹤0.01%
41
-15
1652
$3.4K ﹤0.01%
122
1653
$3.4K ﹤0.01%
42
1654
$3.39K ﹤0.01%
308
+5
1655
$3.39K ﹤0.01%
427
1656
$3.38K ﹤0.01%
54
1657
$3.38K ﹤0.01%
75
1658
$3.37K ﹤0.01%
+518
1659
$3.31K ﹤0.01%
76
1660
$3.31K ﹤0.01%
21
-1
1661
$3.28K ﹤0.01%
31
1662
$3.28K ﹤0.01%
14
1663
$3.28K ﹤0.01%
107
1664
$3.27K ﹤0.01%
398
1665
$3.25K ﹤0.01%
789
1666
$3.23K ﹤0.01%
70
1667
$3.22K ﹤0.01%
23
+21
1668
$3.21K ﹤0.01%
+102
1669
$3.2K ﹤0.01%
70
1670
$3.2K ﹤0.01%
112
1671
$3.19K ﹤0.01%
+350
1672
$3.19K ﹤0.01%
36
-9
1673
$3.17K ﹤0.01%
180
1674
$3.17K ﹤0.01%
104
1675
$3.17K ﹤0.01%
35
+26
65 66
67
68 69