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
2326
$396 ﹤0.01%
2
2327
$396 ﹤0.01%
2
2328
$394 ﹤0.01%
13
2329
$394 ﹤0.01%
23
+10
2330
$391 ﹤0.01%
+2
2331
$386 ﹤0.01%
18
2332
$383 ﹤0.01%
63
2333
$379 ﹤0.01%
36
2334
$378 ﹤0.01%
+19
2335
$378 ﹤0.01%
44
2336
$377 ﹤0.01%
9
2337
$376 ﹤0.01%
9
2338
$376 ﹤0.01%
125
2339
$374 ﹤0.01%
8
2340
$372 ﹤0.01%
6
2341
$365 ﹤0.01%
+30
2342
$358 ﹤0.01%
+9
2343
$358 ﹤0.01%
34
2344
$357 ﹤0.01%
7
+5
2345
$354 ﹤0.01%
63
2346
$353 ﹤0.01%
6
2347
$351 ﹤0.01%
5
2348
$348 ﹤0.01%
13
2349
$348 ﹤0.01%
3
2350
$346 ﹤0.01%
17
-1
92 93
94
95 96