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
176
$618K 0.1%
1,422
+1,019
177
$611K 0.1%
3,186
+1,171
178
$606K 0.1%
8,414
+6,191
179
$605K 0.1%
1,195
+39
180
$604K 0.09%
30,450
+29,462
181
$593K 0.09%
6,018
-9,942
182
$589K 0.09%
6,323
-3,578
183
$584K 0.09%
7,211
+2,644
184
$584K 0.09%
7,082
+596
185
$583K 0.09%
15,905
-14,530
186
$579K 0.09%
2,118
+1,061
187
$560K 0.09%
22,099
+133
188
$559K 0.09%
33,171
-750
189
$559K 0.09%
37,194
+6,246
190
$556K 0.09%
7,536
+1,572
191
$552K 0.09%
34,236
+816
192
$549K 0.09%
10,249
+3,094
193
$545K 0.09%
2,266
+1,276
194
$545K 0.09%
15,711
+15
195
$541K 0.08%
12,112
-1,171
196
$541K 0.08%
10,777
+6,578
197
$540K 0.08%
484
+148
198
$537K 0.08%
4,472
+90
199
$534K 0.08%
10,609
+234
200
$533K 0.08%
16,822
+797
6 7
8
9 10