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
2001
$1.3K ﹤0.01%
27
2002
$1.29K ﹤0.01%
22
2003
$1.29K ﹤0.01%
28
+11
2004
$1.28K ﹤0.01%
52
+3
2005
$1.28K ﹤0.01%
7
2006
$1.27K ﹤0.01%
32
2007
$1.26K ﹤0.01%
36
2008
$1.26K ﹤0.01%
48
2009
$1.26K ﹤0.01%
57
+6
2010
$1.25K ﹤0.01%
26
2011
$1.25K ﹤0.01%
26
+20
2012
$1.25K ﹤0.01%
66
2013
$1.24K ﹤0.01%
43
2014
$1.23K ﹤0.01%
16
2015
$1.23K ﹤0.01%
28
2016
$1.23K ﹤0.01%
500
2017
$1.23K ﹤0.01%
+41
2018
$1.22K ﹤0.01%
91
2019
$1.22K ﹤0.01%
150
2020
$1.22K ﹤0.01%
9
+8
2021
$1.22K ﹤0.01%
440
2022
$1.21K ﹤0.01%
151
2023
$1.2K ﹤0.01%
97
+50
2024
$1.2K ﹤0.01%
22
-69
2025
$1.19K ﹤0.01%
56
79 80
81
82 83