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
126
$923K 0.15%
9,804
+4,656
127
$905K 0.14%
5,280
+1,221
128
$900K 0.14%
40,708
+352
129
$894K 0.14%
9,232
+1,001
130
$890K 0.14%
43,057
+6,477
131
$884K 0.14%
19,242
-2,287
132
$870K 0.14%
5,834
+941
133
$865K 0.14%
5,106
+1,390
134
$861K 0.14%
35,532
-1,074
135
$861K 0.14%
11,167
+424
136
$859K 0.13%
25,886
+8,206
137
$858K 0.13%
26,474
+1,481
138
$850K 0.13%
42,264
+4,874
139
$833K 0.13%
+11,073
140
$831K 0.13%
9,106
+5,252
141
$822K 0.13%
16,900
+16,468
142
$805K 0.13%
6,142
+2,292
143
$805K 0.13%
1,578
+735
144
$783K 0.12%
2,869
+2,274
145
$782K 0.12%
51,605
+29,023
146
$777K 0.12%
1,202
+422
147
$766K 0.12%
7,413
-229
148
$764K 0.12%
32,713
+6,107
149
$760K 0.12%
30,038
+21,853
150
$760K 0.12%
683
+247
4 5
6
7 8