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
326
$259K 0.04%
2,980
+2,327
327
$258K 0.04%
2,675
+528
328
$258K 0.04%
1,314
+1,226
329
$258K 0.04%
5,449
-323
330
$257K 0.04%
2,795
-452
331
$257K 0.04%
1,173
+896
332
$257K 0.04%
10,723
+3,697
333
$257K 0.04%
6,283
-1,354
334
$254K 0.04%
2,201
+1,289
335
$252K 0.04%
8,924
+6,424
336
$251K 0.04%
4,655
-1,412
337
$248K 0.04%
3,874
+615
338
$248K 0.04%
7,932
+2,813
339
$245K 0.04%
2,031
+1,618
340
$245K 0.04%
4,081
+2,240
341
$242K 0.04%
5,798
-1,197
342
$241K 0.04%
11,080
-3,089
343
$241K 0.04%
1,615
+838
344
$240K 0.04%
3,132
+388
345
$238K 0.04%
1,359
+567
346
$238K 0.04%
9,896
-1,345
347
$236K 0.04%
26,458
348
$235K 0.04%
1,557
+1,170
349
$235K 0.04%
15,877
-2,155
350
$234K 0.04%
2,272
+2,259
12 13
14
15 16