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
1926
$1.65K ﹤0.01%
75
1927
$1.65K ﹤0.01%
28
1928
$1.64K ﹤0.01%
18
+9
1929
$1.64K ﹤0.01%
72
1930
$1.63K ﹤0.01%
20
1931
$1.62K ﹤0.01%
29
+5
1932
$1.62K ﹤0.01%
21
+12
1933
$1.62K ﹤0.01%
163
1934
$1.61K ﹤0.01%
48
+45
1935
$1.61K ﹤0.01%
83
1936
$1.61K ﹤0.01%
23
1937
$1.6K ﹤0.01%
99
1938
$1.6K ﹤0.01%
+510
1939
$1.6K ﹤0.01%
53
+19
1940
$1.6K ﹤0.01%
50
1941
$1.59K ﹤0.01%
65
1942
$1.59K ﹤0.01%
96
1943
$1.58K ﹤0.01%
30
+13
1944
$1.57K ﹤0.01%
23
1945
$1.56K ﹤0.01%
19
1946
$1.56K ﹤0.01%
+6
1947
$1.55K ﹤0.01%
141
+114
1948
$1.55K ﹤0.01%
49
+18
1949
$1.53K ﹤0.01%
21
+11
1950
$1.53K ﹤0.01%
120
76 77
78
79 80