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
1951
$1.53K ﹤0.01%
+75
1952
$1.53K ﹤0.01%
41
-371
1953
$1.53K ﹤0.01%
34
+20
1954
$1.53K ﹤0.01%
125
-962
1955
$1.52K ﹤0.01%
44
1956
$1.51K ﹤0.01%
+36
1957
$1.5K ﹤0.01%
9
1958
$1.49K ﹤0.01%
111
1959
$1.49K ﹤0.01%
24
1960
$1.49K ﹤0.01%
22
-10
1961
$1.48K ﹤0.01%
83
1962
$1.48K ﹤0.01%
31
1963
$1.45K ﹤0.01%
102
1964
$1.45K ﹤0.01%
366
1965
$1.45K ﹤0.01%
22
1966
$1.45K ﹤0.01%
68
+1
1967
$1.45K ﹤0.01%
74
1968
$1.43K ﹤0.01%
36
+32
1969
$1.43K ﹤0.01%
36
1970
$1.43K ﹤0.01%
28
-106
1971
$1.42K ﹤0.01%
40
1972
$1.42K ﹤0.01%
38
+23
1973
$1.42K ﹤0.01%
8
1974
$1.42K ﹤0.01%
58
1975
$1.41K ﹤0.01%
9
+1
77 78
79
80 81