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
2151
$760 ﹤0.01%
+18
2152
$758 ﹤0.01%
6
-223
2153
$753 ﹤0.01%
15
2154
$752 ﹤0.01%
17
+11
2155
$743 ﹤0.01%
+770
2156
$741 ﹤0.01%
26
-2
2157
$741 ﹤0.01%
+17
2158
$740 ﹤0.01%
+14
2159
$739 ﹤0.01%
17
-38
2160
$738 ﹤0.01%
+14
2161
$735 ﹤0.01%
36
-112
2162
$733 ﹤0.01%
27
+14
2163
$727 ﹤0.01%
5
-1
2164
$726 ﹤0.01%
+3
2165
$725 ﹤0.01%
11
2166
$725 ﹤0.01%
+100
2167
$723 ﹤0.01%
8
2168
$721 ﹤0.01%
16
2169
$720 ﹤0.01%
8
2170
$715 ﹤0.01%
+87
2171
$714 ﹤0.01%
6
2172
$709 ﹤0.01%
+7
2173
$707 ﹤0.01%
50
-10
2174
$706 ﹤0.01%
+20
2175
$703 ﹤0.01%
43
85 86
87
88 89