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
1
$91.4M 6.57%
191,339
+70,846
2
$88.9M 6.4%
203,514
+180,780
3
$38.6M 2.77%
200,317
+110,164
4
$37.7M 2.71%
1,703,687
+89,300
5
$37.7M 2.71%
489,077
+436,943
6
$33.4M 2.4%
674,750
+631,150
7
$27.6M 1.99%
598,989
+187,526
8
$24.3M 1.75%
64,506
+28,021
9
$20.2M 1.45%
264,103
+250,790
10
$18.8M 1.35%
267,372
+197,655
11
$15.9M 1.15%
108,277
+36,626
12
$14.3M 1.03%
132,253
+106,260
13
$13.5M 0.97%
124,955
+70,271
14
$12.6M 0.9%
241,187
+38,445
15
$12.3M 0.89%
258,124
+227,422
16
$12.1M 0.87%
382,534
+346,547
17
$12.1M 0.87%
238,245
+95,234
18
$10.4M 0.75%
74,318
+31,192
19
$10.3M 0.74%
140,399
+33,750
20
$10.3M 0.74%
28,747
+8,539
21
$10M 0.72%
67,089
+53,393
22
$9.94M 0.71%
65,405
+28,796
23
$9.19M 0.66%
94,869
-5,025
24
$9.1M 0.65%
460,991
-12,294
25
$8.91M 0.64%
186,093
+134,010
1
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