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
276
$334K 0.05%
3,903
+3,055
277
$332K 0.05%
1,595
-73
278
$326K 0.05%
1,263
+380
279
$325K 0.05%
6,440
-306
280
$319K 0.05%
4,696
+4,358
281
$318K 0.05%
1,828
+367
282
$318K 0.05%
2,877
+617
283
$318K 0.05%
1,797
+507
284
$313K 0.05%
1,561
+1,098
285
$311K 0.05%
12,937
+223
286
$310K 0.05%
13,051
+163
287
$309K 0.05%
10,981
288
$308K 0.05%
6,219
+429
289
$304K 0.05%
3,726
-943
290
$303K 0.05%
1,178
+844
291
$301K 0.05%
5,509
+183
292
$298K 0.05%
3,954
+579
293
$297K 0.05%
1,290
+474
294
$297K 0.05%
7,263
+139
295
$297K 0.05%
1,303
+1,157
296
$296K 0.05%
8,729
-383
297
$295K 0.05%
4,146
+3,147
298
$293K 0.05%
1,025
+671
299
$292K 0.05%
9,209
+271
300
$291K 0.05%
2,262
+1,387
10 11
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