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
1826
$2.17K ﹤0.01%
35
1827
$2.15K ﹤0.01%
125
1828
$2.15K ﹤0.01%
283
+206
1829
$2.15K ﹤0.01%
72
1830
$2.15K ﹤0.01%
16
+4
1831
$2.15K ﹤0.01%
90
-53
1832
$2.14K ﹤0.01%
12
+5
1833
$2.14K ﹤0.01%
112
1834
$2.14K ﹤0.01%
180
+5
1835
$2.13K ﹤0.01%
56
+43
1836
$2.11K ﹤0.01%
101
+3
1837
$2.11K ﹤0.01%
71
+1
1838
$2.11K ﹤0.01%
38
1839
$2.09K ﹤0.01%
65
1840
$2.09K ﹤0.01%
146
+46
1841
$2.09K ﹤0.01%
200
1842
$2.08K ﹤0.01%
25
+4
1843
$2.08K ﹤0.01%
142
1844
$2.07K ﹤0.01%
130
+59
1845
$2.06K ﹤0.01%
47
1846
$2.05K ﹤0.01%
44
1847
$2.04K ﹤0.01%
10
1848
$2.04K ﹤0.01%
53
+45
1849
$2.04K ﹤0.01%
84
+5
1850
$2.04K ﹤0.01%
51
72 73
74
75 76