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
2126
$831 ﹤0.01%
24
2127
$828 ﹤0.01%
2
+1
2128
$825 ﹤0.01%
14
+10
2129
$819 ﹤0.01%
85
2130
$817 ﹤0.01%
+46
2131
$817 ﹤0.01%
180
2132
$813 ﹤0.01%
33
2133
$813 ﹤0.01%
14
+4
2134
$812 ﹤0.01%
10
2135
$812 ﹤0.01%
77
+72
2136
$811 ﹤0.01%
10
2137
$811 ﹤0.01%
76
2138
$810 ﹤0.01%
5
2139
$799 ﹤0.01%
+330
2140
$796 ﹤0.01%
4
-47
2141
$795 ﹤0.01%
24
2142
$794 ﹤0.01%
23
2143
$790 ﹤0.01%
50
2144
$780 ﹤0.01%
35
-3
2145
$777 ﹤0.01%
9
-73
2146
$777 ﹤0.01%
+7
2147
$768 ﹤0.01%
25
-25
2148
$763 ﹤0.01%
30
+9
2149
$762 ﹤0.01%
+167
2150
$762 ﹤0.01%
17
84 85
86
87 88