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
2176
$703 ﹤0.01%
95
2177
$698 ﹤0.01%
91
2178
$696 ﹤0.01%
6
-2
2179
$695 ﹤0.01%
95
2180
$689 ﹤0.01%
42
-29
2181
$684 ﹤0.01%
52
2182
$683 ﹤0.01%
158
-23
2183
$682 ﹤0.01%
+10
2184
$680 ﹤0.01%
9
2185
$676 ﹤0.01%
4
+1
2186
$674 ﹤0.01%
40
2187
$672 ﹤0.01%
+350
2188
$672 ﹤0.01%
8
2189
$671 ﹤0.01%
9
2190
$671 ﹤0.01%
44
2191
$666 ﹤0.01%
49
2192
$664 ﹤0.01%
22
2193
$662 ﹤0.01%
44
-2
2194
$657 ﹤0.01%
355
2195
$655 ﹤0.01%
4
+3
2196
$653 ﹤0.01%
15
2197
$650 ﹤0.01%
17
2198
$648 ﹤0.01%
58
2199
$646 ﹤0.01%
+35
2200
$646 ﹤0.01%
4
86 87
88
89 90