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
2501
$154 ﹤0.01%
+34
2502
$153 ﹤0.01%
+5
2503
$152 ﹤0.01%
2
2504
$150 ﹤0.01%
12
2505
$149 ﹤0.01%
10
2506
$148 ﹤0.01%
50
2507
$144 ﹤0.01%
+2
2508
$144 ﹤0.01%
+6
2509
$144 ﹤0.01%
+5
2510
$144 ﹤0.01%
+7
2511
$144 ﹤0.01%
2
2512
$143 ﹤0.01%
2
2513
$142 ﹤0.01%
4
2514
$141 ﹤0.01%
3
2515
$139 ﹤0.01%
+3
2516
$138 ﹤0.01%
45
2517
$138 ﹤0.01%
2
2518
$137 ﹤0.01%
+6
2519
$136 ﹤0.01%
4
2520
$135 ﹤0.01%
+5
2521
$135 ﹤0.01%
+5
2522
$134 ﹤0.01%
+12
2523
$132 ﹤0.01%
+5
2524
$132 ﹤0.01%
+27
2525
$132 ﹤0.01%
10
99 100
101
102 103