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
2526
$131 ﹤0.01%
3
2527
$129 ﹤0.01%
9
2528
$129 ﹤0.01%
7
2529
$128 ﹤0.01%
6
2530
$127 ﹤0.01%
15
2531
$127 ﹤0.01%
15
2532
$125 ﹤0.01%
40
2533
$124 ﹤0.01%
1
2534
$120 ﹤0.01%
16
-26
2535
$119 ﹤0.01%
8
2536
$117 ﹤0.01%
+33
2537
$111 ﹤0.01%
8
-11
2538
$111 ﹤0.01%
5
2539
$110 ﹤0.01%
+10
2540
$103 ﹤0.01%
8
2541
$102 ﹤0.01%
+5
2542
$99 ﹤0.01%
+5
2543
$98 ﹤0.01%
3
2544
$98 ﹤0.01%
2
2545
$95 ﹤0.01%
+7
2546
$94 ﹤0.01%
9
2547
$92 ﹤0.01%
+1
2548
$91 ﹤0.01%
+5
2549
$84 ﹤0.01%
1
2550
$84 ﹤0.01%
2
100 101
102
103 104