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
1726
$2.81K ﹤0.01%
300
1727
$2.77K ﹤0.01%
19
1728
$2.77K ﹤0.01%
+806
1729
$2.76K ﹤0.01%
28
+20
1730
$2.75K ﹤0.01%
750
1731
$2.75K ﹤0.01%
+47
1732
$2.75K ﹤0.01%
125
+106
1733
$2.74K ﹤0.01%
116
+81
1734
$2.74K ﹤0.01%
292
1735
$2.73K ﹤0.01%
43
-47
1736
$2.72K ﹤0.01%
219
1737
$2.72K ﹤0.01%
55
-538
1738
$2.71K ﹤0.01%
75
+72
1739
$2.7K ﹤0.01%
+98
1740
$2.7K ﹤0.01%
29
1741
$2.68K ﹤0.01%
75
+69
1742
$2.68K ﹤0.01%
26
+5
1743
$2.68K ﹤0.01%
52
1744
$2.68K ﹤0.01%
151
-91
1745
$2.67K ﹤0.01%
39
+5
1746
$2.67K ﹤0.01%
22
+3
1747
$2.66K ﹤0.01%
46
1748
$2.65K ﹤0.01%
50
1749
$2.65K ﹤0.01%
90
1750
$2.65K ﹤0.01%
225
68 69
70
71 72