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
1701
$3K ﹤0.01%
32
1702
$3K ﹤0.01%
35
1703
$2.99K ﹤0.01%
175
1704
$2.98K ﹤0.01%
78
1705
$2.97K ﹤0.01%
52
1706
$2.97K ﹤0.01%
1,632
-486
1707
$2.97K ﹤0.01%
40
1708
$2.96K ﹤0.01%
459
-3
1709
$2.96K ﹤0.01%
+424
1710
$2.95K ﹤0.01%
31
1711
$2.94K ﹤0.01%
50
+16
1712
$2.92K ﹤0.01%
157
-47
1713
$2.9K ﹤0.01%
39
+17
1714
$2.9K ﹤0.01%
67
1715
$2.89K ﹤0.01%
61
1716
$2.89K ﹤0.01%
106
+5
1717
$2.89K ﹤0.01%
259
1718
$2.87K ﹤0.01%
84
1719
$2.86K ﹤0.01%
54
+10
1720
$2.85K ﹤0.01%
66
1721
$2.85K ﹤0.01%
1,300
+200
1722
$2.85K ﹤0.01%
25
1723
$2.84K ﹤0.01%
60
1724
$2.83K ﹤0.01%
86
1725
$2.83K ﹤0.01%
21
67 68
69
70 71