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
$1.39B
AUM Growth
+$753M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,657
New
Increased
Reduced
Closed

Top Buys

1
+$79M
2
+$33.8M
3
+$33.7M
4
NVDA icon
NVIDIA
NVDA
+$31.3M
5
AAPL icon
Apple
AAPL
+$21.2M

Top Sells

1
+$1.94M
2
+$1.49M
3
+$1.32M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.29M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.06M

Sector Composition

1 Technology 11.42%
2 Financials 4.56%
3 Healthcare 3.91%
4 Consumer Discretionary 3.2%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$4.64K ﹤0.01%
+158
2002
$4.63K ﹤0.01%
163
+128
2003
$4.62K ﹤0.01%
220
-377
2004
$4.62K ﹤0.01%
136
+46
2005
$4.62K ﹤0.01%
56
-1
2006
$4.62K ﹤0.01%
31
+25
2007
$4.6K ﹤0.01%
+702
2008
$4.59K ﹤0.01%
34
+28
2009
$4.59K ﹤0.01%
375
2010
$4.57K ﹤0.01%
307
2011
$4.57K ﹤0.01%
333
+183
2012
$4.54K ﹤0.01%
945
+895
2013
$4.54K ﹤0.01%
45
2014
$4.54K ﹤0.01%
+109
2015
$4.53K ﹤0.01%
+186
2016
$4.53K ﹤0.01%
88
+39
2017
$4.52K ﹤0.01%
461
2018
$4.52K ﹤0.01%
19
2019
$4.52K ﹤0.01%
219
-140
2020
$4.51K ﹤0.01%
+118
2021
$4.51K ﹤0.01%
183
+148
2022
$4.5K ﹤0.01%
442
+150
2023
$4.49K ﹤0.01%
238
+163
2024
$4.49K ﹤0.01%
435
+358
2025
$4.46K ﹤0.01%
+442
79 80
81
82 83