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
2026
$1.18K ﹤0.01%
9
+5
2027
$1.18K ﹤0.01%
4
+2
2028
$1.18K ﹤0.01%
12
2029
$1.17K ﹤0.01%
26
+12
2030
$1.17K ﹤0.01%
36
2031
$1.17K ﹤0.01%
36
+23
2032
$1.16K ﹤0.01%
39
2033
$1.16K ﹤0.01%
820
-321
2034
$1.16K ﹤0.01%
62
2035
$1.16K ﹤0.01%
11
2036
$1.16K ﹤0.01%
26
-19
2037
$1.16K ﹤0.01%
+54
2038
$1.16K ﹤0.01%
+13
2039
$1.16K ﹤0.01%
+46
2040
$1.16K ﹤0.01%
+68
2041
$1.15K ﹤0.01%
26
2042
$1.15K ﹤0.01%
30
2043
$1.15K ﹤0.01%
+242
2044
$1.14K ﹤0.01%
7
+1
2045
$1.14K ﹤0.01%
29
+24
2046
$1.14K ﹤0.01%
7
+4
2047
$1.14K ﹤0.01%
22
+3
2048
$1.14K ﹤0.01%
9
+5
2049
$1.13K ﹤0.01%
19
2050
$1.12K ﹤0.01%
19
+2
80 81
82
83 84