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
2201
$638 ﹤0.01%
13
2202
$636 ﹤0.01%
4
2203
$632 ﹤0.01%
43
2204
$630 ﹤0.01%
16
2205
$629 ﹤0.01%
8
2206
$627 ﹤0.01%
32
2207
$624 ﹤0.01%
400
2208
$622 ﹤0.01%
20
2209
$615 ﹤0.01%
19
+15
2210
$614 ﹤0.01%
6
2211
$609 ﹤0.01%
6
+3
2212
$609 ﹤0.01%
68
2213
$608 ﹤0.01%
10
+4
2214
$605 ﹤0.01%
11
+5
2215
$605 ﹤0.01%
98
-100
2216
$601 ﹤0.01%
40
2217
$600 ﹤0.01%
19
2218
$600 ﹤0.01%
8
2219
$596 ﹤0.01%
+231
2220
$596 ﹤0.01%
9
-1
2221
$593 ﹤0.01%
126
2222
$590 ﹤0.01%
51
2223
$588 ﹤0.01%
21
-19
2224
$588 ﹤0.01%
58
2225
$584 ﹤0.01%
+25
87 88
89
90 91