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
201
$530K 0.08%
14,911
-960
202
$525K 0.08%
23,362
+9,174
203
$522K 0.08%
2,563
+1,024
204
$516K 0.08%
12,789
+4,178
205
$506K 0.08%
5,030
+168
206
$500K 0.08%
14,328
+162
207
$497K 0.08%
12,114
-3,167
208
$492K 0.08%
2,239
+73
209
$488K 0.08%
11,859
-1,823
210
$483K 0.08%
4,345
+1,833
211
$482K 0.08%
2,051
+1,782
212
$478K 0.08%
6,881
+3,481
213
$477K 0.07%
8,734
-746
214
$474K 0.07%
10,464
+6,721
215
$469K 0.07%
9,959
+4,292
216
$460K 0.07%
2,082
+1,475
217
$459K 0.07%
12,160
+6,110
218
$445K 0.07%
3,171
+667
219
$444K 0.07%
2,214
+292
220
$442K 0.07%
8,419
+718
221
$439K 0.07%
860
+505
222
$437K 0.07%
1,714
-14
223
$435K 0.07%
1,190
+582
224
$429K 0.07%
2,752
+862
225
$427K 0.07%
2,056
+1,172
7 8
9
10 11