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
226
$425K 0.07%
4,131
+2,035
227
$414K 0.07%
1,112
+190
228
$414K 0.07%
681
+660
229
$414K 0.06%
940
+1
230
$410K 0.06%
9,249
+2,501
231
$409K 0.06%
4,497
+4,435
232
$407K 0.06%
5,024
+2,212
233
$407K 0.06%
15,555
+1,474
234
$406K 0.06%
14,839
+3,855
235
$404K 0.06%
5,361
+19
236
$401K 0.06%
2,896
+375
237
$401K 0.06%
487
+190
238
$401K 0.06%
8,401
+734
239
$400K 0.06%
16,233
+860
240
$394K 0.06%
9,360
+1,883
241
$391K 0.06%
3,264
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242
$390K 0.06%
6,153
+5,318
243
$386K 0.06%
6,118
-640
244
$386K 0.06%
2,425
+29
245
$385K 0.06%
31,037
-63
246
$385K 0.06%
26,404
-1,007
247
$385K 0.06%
19,559
248
$383K 0.06%
12,580
+2,210
249
$380K 0.06%
6,609
-808
250
$378K 0.06%
7,365
+379
8 9
10
11 12