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
2301
$443 ﹤0.01%
18
2302
$443 ﹤0.01%
14
-4
2303
$442 ﹤0.01%
15
2304
$442 ﹤0.01%
6,133
+286
2305
$434 ﹤0.01%
150
2306
$430 ﹤0.01%
+3
2307
$430 ﹤0.01%
7
2308
$426 ﹤0.01%
9
2309
$424 ﹤0.01%
9
2310
$424 ﹤0.01%
66
2311
$424 ﹤0.01%
97
2312
$421 ﹤0.01%
145
2313
$416 ﹤0.01%
37
2314
$416 ﹤0.01%
35
2315
$415 ﹤0.01%
37
2316
$414 ﹤0.01%
138
2317
$412 ﹤0.01%
9
+1
2318
$407 ﹤0.01%
10
2319
$406 ﹤0.01%
32
2320
$405 ﹤0.01%
+8
2321
$404 ﹤0.01%
9
2322
$403 ﹤0.01%
3
2323
$400 ﹤0.01%
400
2324
$397 ﹤0.01%
+5
2325
$397 ﹤0.01%
+10
91 92
93
94 95