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
451
$145K 0.02%
4,127
+26
452
$144K 0.02%
4,578
+4,485
453
$144K 0.02%
1,133
+170
454
$143K 0.02%
2,696
+1,801
455
$143K 0.02%
930
+928
456
$143K 0.02%
1,524
+111
457
$143K 0.02%
1,644
-2,625
458
$141K 0.02%
4,218
+3,485
459
$140K 0.02%
2,064
+404
460
$140K 0.02%
1,845
+60
461
$139K 0.02%
1,290
-597
462
$138K 0.02%
1,508
+260
463
$138K 0.02%
2,043
+586
464
$138K 0.02%
2,991
+144
465
$138K 0.02%
664
+29
466
$138K 0.02%
8,326
-189
467
$138K 0.02%
883
+83
468
$138K 0.02%
+7,369
469
$138K 0.02%
822
+347
470
$138K 0.02%
3,680
471
$137K 0.02%
680
+291
472
$135K 0.02%
1,097
-122
473
$133K 0.02%
466
+50
474
$133K 0.02%
43
+23
475
$133K 0.02%
763
+210
17 18
19
20 21