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
2226
$582 ﹤0.01%
3
2227
$580 ﹤0.01%
+18
2228
$577 ﹤0.01%
60
2229
$573 ﹤0.01%
70
2230
$571 ﹤0.01%
18
2231
$570 ﹤0.01%
18
2232
$569 ﹤0.01%
17
2233
$566 ﹤0.01%
97
+13
2234
$564 ﹤0.01%
+10
2235
$562 ﹤0.01%
+19
2236
$560 ﹤0.01%
7
2237
$554 ﹤0.01%
47
2238
$549 ﹤0.01%
7
2239
$549 ﹤0.01%
11
2240
$548 ﹤0.01%
47
2241
$548 ﹤0.01%
35
+22
2242
$548 ﹤0.01%
30
+5
2243
$545 ﹤0.01%
6
+4
2244
$542 ﹤0.01%
77
2245
$541 ﹤0.01%
48
2246
$537 ﹤0.01%
34
2247
$534 ﹤0.01%
52
2248
$533 ﹤0.01%
8
2249
$532 ﹤0.01%
29
2250
$532 ﹤0.01%
50
88 89
90
91 92