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
1976
$1.41K ﹤0.01%
206
1977
$1.41K ﹤0.01%
15
-5
1978
$1.4K ﹤0.01%
140
1979
$1.4K ﹤0.01%
33
1980
$1.39K ﹤0.01%
56
+21
1981
$1.39K ﹤0.01%
29
1982
$1.38K ﹤0.01%
+80
1983
$1.38K ﹤0.01%
+32
1984
$1.38K ﹤0.01%
22
1985
$1.38K ﹤0.01%
42
1986
$1.37K ﹤0.01%
45
1987
$1.37K ﹤0.01%
50
1988
$1.36K ﹤0.01%
32
1989
$1.36K ﹤0.01%
92
1990
$1.35K ﹤0.01%
30
-301
1991
$1.35K ﹤0.01%
636
+168
1992
$1.35K ﹤0.01%
30
1993
$1.34K ﹤0.01%
20
1994
$1.34K ﹤0.01%
106
1995
$1.33K ﹤0.01%
+219
1996
$1.33K ﹤0.01%
+6
1997
$1.32K ﹤0.01%
16
+1
1998
$1.31K ﹤0.01%
32
1999
$1.31K ﹤0.01%
33
+17
2000
$1.3K ﹤0.01%
75
78 79
80
81 82