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
1851
$2.04K ﹤0.01%
119
-10
1852
$2.03K ﹤0.01%
47
+6
1853
$2.02K ﹤0.01%
+31
1854
$2.02K ﹤0.01%
+114
1855
$2.02K ﹤0.01%
72
1856
$2.01K ﹤0.01%
245
1857
$2.01K ﹤0.01%
48
-39
1858
$2K ﹤0.01%
16
+10
1859
$1.99K ﹤0.01%
51
1860
$1.98K ﹤0.01%
40
1861
$1.97K ﹤0.01%
80
1862
$1.95K ﹤0.01%
+61
1863
$1.94K ﹤0.01%
19
-96
1864
$1.94K ﹤0.01%
26
+1
1865
$1.94K ﹤0.01%
72
1866
$1.94K ﹤0.01%
+174
1867
$1.93K ﹤0.01%
62
1868
$1.93K ﹤0.01%
70
+5
1869
$1.92K ﹤0.01%
80
1870
$1.92K ﹤0.01%
92
1871
$1.92K ﹤0.01%
79
1872
$1.91K ﹤0.01%
88
1873
$1.91K ﹤0.01%
100
+78
1874
$1.91K ﹤0.01%
50
+27
1875
$1.9K ﹤0.01%
39
73 74
75
76 77