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
576
$95.9K 0.02%
504
+52
577
$95K 0.01%
670
+60
578
$94.8K 0.01%
1,507
+344
579
$94.6K 0.01%
2,500
-569
580
$94.5K 0.01%
975
-142
581
$94.3K 0.01%
799
+456
582
$94.1K 0.01%
1,684
+854
583
$93.8K 0.01%
1,093
584
$93.8K 0.01%
1,548
+187
585
$93.7K 0.01%
204
+22
586
$93.6K 0.01%
1,142
+670
587
$93.1K 0.01%
1,756
-2
588
$93K 0.01%
8,566
-87
589
$92.7K 0.01%
1,522
590
$92.6K 0.01%
517
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591
$92.5K 0.01%
4,030
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592
$92.4K 0.01%
10,225
+5,460
593
$91.4K 0.01%
3,475
-125
594
$91.3K 0.01%
565
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595
$91K 0.01%
362
-13
596
$90.7K 0.01%
699
+32
597
$90.4K 0.01%
843
-1
598
$90K 0.01%
4,824
599
$89.6K 0.01%
364
+50
600
$89.4K 0.01%
432
+28
22 23
24
25 26