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
2476
$179 ﹤0.01%
28
-13
2477
$179 ﹤0.01%
6
2478
$173 ﹤0.01%
21
2479
$173 ﹤0.01%
400
2480
$172 ﹤0.01%
21
2481
$171 ﹤0.01%
10
2482
$170 ﹤0.01%
25
2483
$168 ﹤0.01%
5
2484
$168 ﹤0.01%
37
2485
$168 ﹤0.01%
4
2486
$168 ﹤0.01%
1,008
2487
$166 ﹤0.01%
166
2488
$166 ﹤0.01%
17
2489
$164 ﹤0.01%
17
2490
$164 ﹤0.01%
+1
2491
$164 ﹤0.01%
+5
2492
$163 ﹤0.01%
40
2493
$162 ﹤0.01%
150
2494
$161 ﹤0.01%
28
2495
$161 ﹤0.01%
+7
2496
$160 ﹤0.01%
21
2497
$159 ﹤0.01%
+5
2498
$159 ﹤0.01%
12
2499
$157 ﹤0.01%
37
2500
$155 ﹤0.01%
111
98 99
100
101 102