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
1901
$1.76K ﹤0.01%
199
+6
1902
$1.76K ﹤0.01%
53
1903
$1.76K ﹤0.01%
+285
1904
$1.75K ﹤0.01%
262
+91
1905
$1.75K ﹤0.01%
+300
1906
$1.75K ﹤0.01%
47
1907
$1.74K ﹤0.01%
38
1908
$1.74K ﹤0.01%
74
-336
1909
$1.73K ﹤0.01%
180
-28
1910
$1.73K ﹤0.01%
180
1911
$1.72K ﹤0.01%
23
+4
1912
$1.72K ﹤0.01%
+432
1913
$1.72K ﹤0.01%
132
1914
$1.72K ﹤0.01%
20
+14
1915
$1.7K ﹤0.01%
60
1916
$1.7K ﹤0.01%
46
+13
1917
$1.7K ﹤0.01%
19
1918
$1.69K ﹤0.01%
55
1919
$1.69K ﹤0.01%
160
1920
$1.68K ﹤0.01%
77
+29
1921
$1.68K ﹤0.01%
+20
1922
$1.68K ﹤0.01%
31
1923
$1.68K ﹤0.01%
50
1924
$1.67K ﹤0.01%
253
+8
1925
$1.65K ﹤0.01%
+42
75 76
77
78 79