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
1801
$2.33K ﹤0.01%
171
1802
$2.32K ﹤0.01%
145
1803
$2.31K ﹤0.01%
44
1804
$2.3K ﹤0.01%
125
-54
1805
$2.28K ﹤0.01%
51
+41
1806
$2.28K ﹤0.01%
44
+5
1807
$2.28K ﹤0.01%
29
+15
1808
$2.27K ﹤0.01%
100
1809
$2.25K ﹤0.01%
50
1810
$2.24K ﹤0.01%
33
1811
$2.24K ﹤0.01%
+64
1812
$2.24K ﹤0.01%
+90
1813
$2.23K ﹤0.01%
100
1814
$2.23K ﹤0.01%
207
+5
1815
$2.23K ﹤0.01%
53
+10
1816
$2.22K ﹤0.01%
181
1817
$2.2K ﹤0.01%
181
+2
1818
$2.2K ﹤0.01%
13
+10
1819
$2.2K ﹤0.01%
40
1820
$2.19K ﹤0.01%
61
1821
$2.19K ﹤0.01%
77
1822
$2.18K ﹤0.01%
284
1823
$2.18K ﹤0.01%
83
+62
1824
$2.17K ﹤0.01%
49
1825
$2.17K ﹤0.01%
8
+2
71 72
73
74 75