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
251
$374K 0.06%
16,721
-853
252
$373K 0.06%
21,984
+4,156
253
$373K 0.06%
6,057
+402
254
$372K 0.06%
12,407
+8,022
255
$369K 0.06%
2,968
+2,919
256
$369K 0.06%
9,468
+9,463
257
$368K 0.06%
11,000
258
$368K 0.06%
1,501
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259
$363K 0.06%
961
+169
260
$359K 0.06%
3,203
+1,276
261
$357K 0.06%
71,859
+41,590
262
$357K 0.06%
3,766
-24,027
263
$354K 0.06%
29,916
264
$352K 0.06%
22,017
-1,827
265
$350K 0.05%
7,882
+1,510
266
$348K 0.05%
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267
$348K 0.05%
6,440
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268
$347K 0.05%
6,207
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269
$345K 0.05%
8,708
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270
$344K 0.05%
5,552
-169
271
$342K 0.05%
836
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272
$342K 0.05%
14,338
+13,854
273
$337K 0.05%
14,354
-20,098
274
$337K 0.05%
8,597
-957
275
$335K 0.05%
3,389
-426
9 10
11
12 13