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
1676
$3.16K ﹤0.01%
39
1677
$3.15K ﹤0.01%
37
1678
$3.15K ﹤0.01%
82
+15
1679
$3.14K ﹤0.01%
175
1680
$3.13K ﹤0.01%
+97
1681
$3.1K ﹤0.01%
110
1682
$3.1K ﹤0.01%
59
-84
1683
$3.1K ﹤0.01%
205
-2
1684
$3.09K ﹤0.01%
100
1685
$3.08K ﹤0.01%
166
+44
1686
$3.08K ﹤0.01%
74
1687
$3.08K ﹤0.01%
5
1688
$3.06K ﹤0.01%
58
+13
1689
$3.06K ﹤0.01%
21
1690
$3.05K ﹤0.01%
198
1691
$3.04K ﹤0.01%
54
1692
$3.03K ﹤0.01%
61
1693
$3.03K ﹤0.01%
12,885
1694
$3.02K ﹤0.01%
74
+14
1695
$3.02K ﹤0.01%
+119
1696
$3.02K ﹤0.01%
49
+28
1697
$3.01K ﹤0.01%
16
1698
$3K ﹤0.01%
160
+140
1699
$3K ﹤0.01%
56
1700
$3K ﹤0.01%
133
+15
66 67
68
69 70