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
401
$191K 0.03%
1,562
+1,553
402
$190K 0.03%
7,536
+184
403
$187K 0.03%
1,479
+1,190
404
$185K 0.03%
8,102
+806
405
$184K 0.03%
2,857
+2,100
406
$184K 0.03%
3,187
-14
407
$181K 0.03%
5,255
-2,256
408
$181K 0.03%
+6,508
409
$180K 0.03%
2,781
+743
410
$179K 0.03%
3,065
-50
411
$178K 0.03%
1,615
412
$178K 0.03%
428
+315
413
$176K 0.03%
1,690
+546
414
$176K 0.03%
2,179
+486
415
$174K 0.03%
1,247
-633
416
$174K 0.03%
9,082
+2,612
417
$173K 0.03%
1,824
+182
418
$171K 0.03%
3,946
+1,353
419
$169K 0.03%
29,136
+23,567
420
$169K 0.03%
9,288
+700
421
$168K 0.03%
3,374
+1,308
422
$167K 0.03%
913
+756
423
$167K 0.03%
2,816
-4,088
424
$165K 0.03%
7,926
-308
425
$164K 0.03%
3,422
-2
15 16
17
18 19