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
2051
$1.12K ﹤0.01%
12
2052
$1.12K ﹤0.01%
62
+39
2053
$1.12K ﹤0.01%
80
2054
$1.12K ﹤0.01%
+40
2055
$1.11K ﹤0.01%
87
+7
2056
$1.1K ﹤0.01%
+14
2057
$1.09K ﹤0.01%
97
+47
2058
$1.09K ﹤0.01%
10
-59
2059
$1.09K ﹤0.01%
10
+9
2060
$1.09K ﹤0.01%
84
-29
2061
$1.08K ﹤0.01%
6
+5
2062
$1.08K ﹤0.01%
65
+45
2063
$1.07K ﹤0.01%
+12
2064
$1.07K ﹤0.01%
166
2065
$1.06K ﹤0.01%
24
2066
$1.06K ﹤0.01%
10
2067
$1.06K ﹤0.01%
40
2068
$1.05K ﹤0.01%
12
-38
2069
$1.04K ﹤0.01%
12
2070
$1.04K ﹤0.01%
28
2071
$1.03K ﹤0.01%
36
2072
$1.03K ﹤0.01%
6
+1
2073
$1.03K ﹤0.01%
14
+2
2074
$1.02K ﹤0.01%
48
2075
$1.02K ﹤0.01%
40
81 82
83
84 85