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
1876
$1.9K ﹤0.01%
20
-119
1877
$1.89K ﹤0.01%
130
+83
1878
$1.89K ﹤0.01%
13
1879
$1.89K ﹤0.01%
+155
1880
$1.89K ﹤0.01%
225
1881
$1.87K ﹤0.01%
53
1882
$1.87K ﹤0.01%
55
1883
$1.87K ﹤0.01%
30
-21
1884
$1.85K ﹤0.01%
87
+15
1885
$1.84K ﹤0.01%
35
+3
1886
$1.84K ﹤0.01%
58
1887
$1.84K ﹤0.01%
33
1888
$1.83K ﹤0.01%
71
1889
$1.83K ﹤0.01%
20
-61
1890
$1.83K ﹤0.01%
142
1891
$1.82K ﹤0.01%
50
1892
$1.81K ﹤0.01%
44
+5
1893
$1.8K ﹤0.01%
10
-1
1894
$1.79K ﹤0.01%
500
1895
$1.79K ﹤0.01%
200
1896
$1.79K ﹤0.01%
+131
1897
$1.79K ﹤0.01%
322
+8
1898
$1.78K ﹤0.01%
127
1899
$1.78K ﹤0.01%
63
+6
1900
$1.77K ﹤0.01%
30
74 75
76
77 78