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
2551
$79 ﹤0.01%
20
2552
$75 ﹤0.01%
5
2553
$75 ﹤0.01%
8
+6
2554
$73 ﹤0.01%
1
2555
$71 ﹤0.01%
100
2556
$69 ﹤0.01%
1
2557
$68 ﹤0.01%
20
2558
$67 ﹤0.01%
3
2559
$66 ﹤0.01%
18
+1
2560
$64 ﹤0.01%
+5
2561
$63 ﹤0.01%
1
2562
$61 ﹤0.01%
+4
2563
$59 ﹤0.01%
30
2564
$59 ﹤0.01%
1
2565
$59 ﹤0.01%
2
-10
2566
$58 ﹤0.01%
20
-100
2567
$56 ﹤0.01%
5
2568
$55 ﹤0.01%
23
2569
$53 ﹤0.01%
1
2570
$53 ﹤0.01%
9
2571
$53 ﹤0.01%
7
2572
$52 ﹤0.01%
3
2573
$49 ﹤0.01%
1
-42
2574
$46 ﹤0.01%
22
-44
2575
$45 ﹤0.01%
+13
101 102
103
104 105