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
2076
$1.02K ﹤0.01%
5
2077
$1.02K ﹤0.01%
30
2078
$1.01K ﹤0.01%
80
-492
2079
$1K ﹤0.01%
100
2080
$1K ﹤0.01%
44
-20
2081
$1K ﹤0.01%
67
2082
$1K ﹤0.01%
100
+90
2083
$1K ﹤0.01%
+27
2084
$999 ﹤0.01%
135
2085
$992 ﹤0.01%
8
+2
2086
$985 ﹤0.01%
30
2087
$973 ﹤0.01%
25
2088
$959 ﹤0.01%
20
2089
$955 ﹤0.01%
16
2090
$952 ﹤0.01%
97
-15
2091
$948 ﹤0.01%
23
2092
$942 ﹤0.01%
313
+11
2093
$939 ﹤0.01%
50
2094
$931 ﹤0.01%
+29
2095
$926 ﹤0.01%
29
+10
2096
$917 ﹤0.01%
+26
2097
$914 ﹤0.01%
22
2098
$914 ﹤0.01%
330
2099
$911 ﹤0.01%
17
2100
$910 ﹤0.01%
+24
82 83
84
85 86