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
1751
$2.64K ﹤0.01%
64
+5
1752
$2.64K ﹤0.01%
25
1753
$2.63K ﹤0.01%
70
1754
$2.62K ﹤0.01%
105
1755
$2.61K ﹤0.01%
208
+53
1756
$2.6K ﹤0.01%
80
-1
1757
$2.59K ﹤0.01%
210
+10
1758
$2.58K ﹤0.01%
39
1759
$2.58K ﹤0.01%
+161
1760
$2.58K ﹤0.01%
49
1761
$2.56K ﹤0.01%
46
-10
1762
$2.55K ﹤0.01%
38
-50
1763
$2.55K ﹤0.01%
+26
1764
$2.54K ﹤0.01%
129
-98
1765
$2.52K ﹤0.01%
32
-90
1766
$2.52K ﹤0.01%
37
-2
1767
$2.51K ﹤0.01%
40
1768
$2.51K ﹤0.01%
8
+3
1769
$2.51K ﹤0.01%
314
+181
1770
$2.5K ﹤0.01%
20
+4
1771
$2.49K ﹤0.01%
620
+581
1772
$2.48K ﹤0.01%
160
1773
$2.48K ﹤0.01%
+1,036
1774
$2.47K ﹤0.01%
72
+53
1775
$2.46K ﹤0.01%
31
69 70
71
72 73