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
2251
$531 ﹤0.01%
35
-500
2252
$527 ﹤0.01%
22
2253
$524 ﹤0.01%
25
2254
$524 ﹤0.01%
50
2255
$523 ﹤0.01%
19
-299
2256
$521 ﹤0.01%
10
-26
2257
$516 ﹤0.01%
24
-15
2258
$516 ﹤0.01%
68
2259
$514 ﹤0.01%
14
-52
2260
$513 ﹤0.01%
30
2261
$513 ﹤0.01%
12
2262
$512 ﹤0.01%
+70
2263
$512 ﹤0.01%
4
-14
2264
$511 ﹤0.01%
38
2265
$510 ﹤0.01%
+15
2266
$510 ﹤0.01%
27
2267
$507 ﹤0.01%
26
2268
$506 ﹤0.01%
73
2269
$505 ﹤0.01%
124
-13
2270
$501 ﹤0.01%
18
2271
$497 ﹤0.01%
9
-2
2272
$497 ﹤0.01%
71
2273
$495 ﹤0.01%
49
2274
$492 ﹤0.01%
7
+5
2275
$492 ﹤0.01%
+1
89 90
91
92 93