FFA
Farther Finance Advisors Portfolio holdings
AUM
$4.99B
1-Year Return
14.78%
This Quarter Return
-3.11%
1 Year Return
+14.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$637M
AUM Growth
+$179M
(+39%)
Cap. Flow
+$194M
Cap. Flow
% of AUM
30.5%
Top 10 Holdings %
Top 10 Hldgs %
27.75%
Holding
2,748
New
240
Increased
1,146
Reduced
379
Closed
122
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$25.3M |
| 2 |
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
|
+$17.7M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$6.63M |
| 4 |
Apple
AAPL
|
+$5.81M |
| 5 |
Vanguard Total Bond Market
BND
|
+$5.77M |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$2.28M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$1.14M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.04M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$979K |
| 5 |
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% |
