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
426
$163K 0.03%
4,979
+2,612
427
$163K 0.03%
906
+43
428
$163K 0.03%
2,805
+92
429
$162K 0.03%
5,500
430
$156K 0.02%
451
+61
431
$155K 0.02%
4,250
+1,400
432
$155K 0.02%
1,595
+38
433
$154K 0.02%
2,940
+725
434
$154K 0.02%
1,407
+1,305
435
$154K 0.02%
1,252
-19
436
$153K 0.02%
7,874
+587
437
$153K 0.02%
654
+48
438
$152K 0.02%
3,266
+1,789
439
$152K 0.02%
1,432
+1,125
440
$150K 0.02%
3,100
441
$150K 0.02%
6,750
+1,300
442
$149K 0.02%
696
+325
443
$147K 0.02%
6,341
444
$147K 0.02%
962
+425
445
$147K 0.02%
6,287
+3,455
446
$146K 0.02%
3,991
447
$146K 0.02%
1,069
-20
448
$145K 0.02%
540
+490
449
$145K 0.02%
1,804
+1,612
450
$145K 0.02%
4,478
+1,472
16 17
18
19 20