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
726
$58.1K 0.01%
1,329
-1,276
727
$57.7K 0.01%
455
+62
728
$57.6K 0.01%
2,794
729
$57.5K 0.01%
1,082
-217
730
$57.4K 0.01%
774
+160
731
$57K 0.01%
570
+496
732
$56.9K 0.01%
2,000
733
$56.6K 0.01%
4,292
+4,240
734
$56.4K 0.01%
885
+108
735
$56.1K 0.01%
4,055
+55
736
$56K 0.01%
2,444
737
$56K 0.01%
2,265
+614
738
$56K 0.01%
2,413
+165
739
$55.7K 0.01%
1,911
-748
740
$55.4K 0.01%
1,033
+417
741
$55.2K 0.01%
1,096
-112
742
$54.8K 0.01%
556
+38
743
$54.8K 0.01%
2,055
+35
744
$54.4K 0.01%
377
+177
745
$54.4K 0.01%
505
+54
746
$54.3K 0.01%
983
+104
747
$54.1K 0.01%
433
+35
748
$54K 0.01%
9,867
+3,649
749
$53.9K 0.01%
477
+149
750
$53.9K 0.01%
355
+142
28 29
30
31 32