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
376
$208K 0.03%
791
+207
377
$208K 0.03%
2,361
+851
378
$208K 0.03%
4,134
-123
379
$208K 0.03%
1,265
+177
380
$208K 0.03%
642
+132
381
$208K 0.03%
3,521
+473
382
$203K 0.03%
14,000
+197
383
$203K 0.03%
2,981
+2,854
384
$203K 0.03%
4,419
+410
385
$203K 0.03%
2,699
+2,017
386
$203K 0.03%
22,636
+12,836
387
$202K 0.03%
25,959
388
$202K 0.03%
19,000
389
$199K 0.03%
5,925
-2,379
390
$199K 0.03%
511
+234
391
$199K 0.03%
680
+385
392
$199K 0.03%
19,415
+11,303
393
$198K 0.03%
1,282
+506
394
$197K 0.03%
2,862
+138
395
$194K 0.03%
5,549
+1,528
396
$193K 0.03%
3,973
+3,599
397
$193K 0.03%
129
+91
398
$192K 0.03%
1,919
-1
399
$191K 0.03%
3,466
+2,262
400
$191K 0.03%
2,289
+2,143
14 15
16
17 18