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
2276
$491 ﹤0.01%
+39
2277
$490 ﹤0.01%
20
-25
2278
$489 ﹤0.01%
17
2279
$488 ﹤0.01%
58
2280
$482 ﹤0.01%
13
2281
$481 ﹤0.01%
50
-25
2282
$480 ﹤0.01%
19
2283
$478 ﹤0.01%
100
2284
$476 ﹤0.01%
39
-800
2285
$474 ﹤0.01%
+17
2286
$469 ﹤0.01%
110
2287
$467 ﹤0.01%
22
2288
$467 ﹤0.01%
114
2289
$467 ﹤0.01%
9
-77
2290
$465 ﹤0.01%
+250
2291
$463 ﹤0.01%
47
2292
$461 ﹤0.01%
6
+4
2293
$457 ﹤0.01%
66
2294
$456 ﹤0.01%
10
2295
$451 ﹤0.01%
9
2296
$451 ﹤0.01%
+20
2297
$451 ﹤0.01%
23
2298
$450 ﹤0.01%
44
2299
$446 ﹤0.01%
2
2300
$446 ﹤0.01%
22
90 91
92
93 94