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
1776
$2.46K ﹤0.01%
19
-1
1777
$2.46K ﹤0.01%
72
-168
1778
$2.46K ﹤0.01%
54
+11
1779
$2.45K ﹤0.01%
299
1780
$2.42K ﹤0.01%
188
1781
$2.42K ﹤0.01%
56
-24
1782
$2.41K ﹤0.01%
36
-17
1783
$2.4K ﹤0.01%
+266
1784
$2.4K ﹤0.01%
51
1785
$2.4K ﹤0.01%
72
+52
1786
$2.39K ﹤0.01%
67
1787
$2.38K ﹤0.01%
203
1788
$2.37K ﹤0.01%
146
1789
$2.37K ﹤0.01%
41
+13
1790
$2.37K ﹤0.01%
114
1791
$2.36K ﹤0.01%
53
1792
$2.35K ﹤0.01%
12
+7
1793
$2.35K ﹤0.01%
24
1794
$2.35K ﹤0.01%
35
1795
$2.34K ﹤0.01%
10
+5
1796
$2.34K ﹤0.01%
46
1797
$2.34K ﹤0.01%
+175
1798
$2.34K ﹤0.01%
27
+4
1799
$2.33K ﹤0.01%
28
1800
$2.33K ﹤0.01%
59
70 71
72
73 74