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
501
$121K 0.02%
3,045
+5
502
$120K 0.02%
1,041
+13
503
$120K 0.02%
4,672
+2,008
504
$119K 0.02%
+933
505
$118K 0.02%
1,741
+1,276
506
$118K 0.02%
859
+136
507
$118K 0.02%
3,119
+1,646
508
$116K 0.02%
2,962
+19
509
$116K 0.02%
1,665
+119
510
$116K 0.02%
1,987
+206
511
$116K 0.02%
2,997
+1,129
512
$116K 0.02%
4,500
513
$116K 0.02%
7,034
+5
514
$115K 0.02%
3,750
515
$115K 0.02%
6,000
516
$115K 0.02%
1,095
+93
517
$114K 0.02%
2,013
+1,488
518
$113K 0.02%
358
+57
519
$111K 0.02%
12,114
+2,758
520
$110K 0.02%
841
+69
521
$110K 0.02%
5,318
-210
522
$110K 0.02%
291
+21
523
$110K 0.02%
536
524
$110K 0.02%
4,865
525
$110K 0.02%
934
+88
19 20
21
22 23