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
151
$757K 0.12%
10,283
-1,071
152
$746K 0.12%
4,036
+654
153
$735K 0.12%
2,735
+769
154
$733K 0.12%
3,411
+766
155
$720K 0.11%
6,514
+552
156
$719K 0.11%
10,293
+4,597
157
$713K 0.11%
9,511
+2,982
158
$708K 0.11%
23,483
+1,126
159
$706K 0.11%
11,878
160
$685K 0.11%
7,399
+316
161
$661K 0.1%
7,495
+5,768
162
$660K 0.1%
6,899
+4,097
163
$650K 0.1%
492,561
+35,293
164
$650K 0.1%
939
+628
165
$637K 0.1%
+18,252
166
$637K 0.1%
6,853
+6,812
167
$633K 0.1%
12,154
-1,914
168
$633K 0.1%
24,644
+3,949
169
$631K 0.1%
5,894
+946
170
$628K 0.1%
8,014
+3,964
171
$628K 0.1%
15,147
+6,497
172
$626K 0.1%
9,930
+88
173
$626K 0.1%
11,882
+2,574
174
$622K 0.1%
7,645
-95
175
$621K 0.1%
7,480
+1,190
5 6
7
8 9