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
2101
$908 ﹤0.01%
26
2102
$900 ﹤0.01%
22
-32
2103
$898 ﹤0.01%
16
-58
2104
$897 ﹤0.01%
61
2105
$896 ﹤0.01%
14
2106
$887 ﹤0.01%
22
-99
2107
$886 ﹤0.01%
29
2108
$885 ﹤0.01%
65
2109
$884 ﹤0.01%
45
2110
$881 ﹤0.01%
11
+3
2111
$878 ﹤0.01%
23
2112
$876 ﹤0.01%
31
2113
$876 ﹤0.01%
35
+3
2114
$875 ﹤0.01%
28
2115
$873 ﹤0.01%
17
2116
$873 ﹤0.01%
16
+1
2117
$864 ﹤0.01%
93
-500
2118
$850 ﹤0.01%
28
2119
$849 ﹤0.01%
+16
2120
$842 ﹤0.01%
20
2121
$837 ﹤0.01%
24
-1
2122
$836 ﹤0.01%
+100
2123
$835 ﹤0.01%
100
2124
$834 ﹤0.01%
50
-3
2125
$832 ﹤0.01%
32
83 84
85
86 87